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.

My experience with Horizon Trust was helpful! My experience with Horizon Trust was very helpful by walking me through the whole process. The person was very courteous, friendly, and knowledgeable.

Speaking with Samantha was what made my… Speaking with Samantha was what made my experience great. She was very pleasant and patient and stayed on the phone with me until the paperwork was complete which can sometimes be a challenge for someone of my age (80). I really appreciated having her support and I was able to complete the paperwork without stress. She was great!!!

Jessika Soto answered every question Jessika Soto answered every question that I had. We discussed the Roth IRA and the steps needed to transfer the taxable IRA into a Roth IRA. I am confident that in a short period of time all the funds will be transferred into a single account.

Taddie was amazing assisting me with a… Taddie was amazing assisting me with a very last minute, urgent request. We was thorough and patient and got everything squared away for me quickly.