Great work! Just completed my first transaction with my trust advisor Amber Neubig and her processing team partner Christina Diaz. Both handled everything promptly and professionally. I look forward to working on more projects with them and Horizon Trust.

Excellent Service and Efficiency I had a difficult situation, needing to rollover an asset which was transferred out of my IRA without sufficient notice. Dana was awesome. She understood the need for working quickly and made the process very simple. I cannot speak highly enough of her excellent service and responsiveness. I highly recommend Dana and everyone at Horizon Trust.

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,

Mercie was a breath of fresh air Mercie was a breath of fresh air. She was very friendly and guided us through the process and everything went without any issues. I enjoyed working with her very much.

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.