I highly recommend speaking with Taddie… I highly recommend speaking with Taddie who's very knowledgeable and helpful. I'm very satisfied and grateful with the service he provides. He gets back to my calls promptly and makes sure I end the call with comfort by ensuring all my questions have been answered.

Smooth and seemless. Jessika's knowledge and working with and the 401(k) company made it easy.

total dedication of Dana Gross to get… total dedication of Dana Gross to get to a solution on a difficult transfer with the dreaded Merrill Lynch, calls encompassing 2 hours or more in length! great work Dana! thanks,

I had challenges in closing my account I had challenges in closing my account. Samantha in Operations became my go-to and advocate and did a fantastic job behind the scenes diagnosing the issues, keeping me in the loop with progress, and calling me personally when everything was addressed. Great representative.

I had an investment opportunity that I… I had an investment opportunity that I needed to execute immediately or the opportunity would be gone. When I first called Horizon Trust Company and talked to Taddie, she told me that they were overwhelmed with documents to review for the day and likely would not be able to complete my transaction today. I explained to Taddie that this was urgent. She said she would try. About 15 minutes later I got a call back from Taddie to confirm my transaction! She made it happen! I have used Horizon Trust Company for several years for my self directed IRA - they are the Best!