Horizon Trust Avis 516

I’be worked directly with Amber for a while, and my experience with her has been amazing. So much so that I’ve referred friends and colleagues to her, which is the ultimate compliment. Her knowledge and professionalism shine in everything she does. She’s a great partner.

Mercie, made everything super easy! She told me everything to expect and broke it all down into simple steps.

Robert was very helpful when I called to get a few questions answered. I love how easy it is to get ahold of someone at Horizon. Great company to work with .

Paperwork Problems:

I had problems with a document that needed to be signed... and Horizon Trust came through for me. I talked to 3 different people over a two day period. Each were cheerful and spot on in helping me get the paperwork in correctly. I've been with Horizon Trust for over a year, and the their excellent and cheerful service has been consistent.

Robert was great! He was able to walk me through the process and was genuinely nice. I really appreciated his customer service which is rare these days.

Mercie, was very professional and provided the exact service that I was looking for

Ben was very professional and helped solve my problem quickly.

Ben was very patient. He helped me figure out why I couldn’t log into my account and also explained how the account is linked to a banking account. Very helpful.

I spoke with Ben today about a couple of issues regarding my Horizon account. He was able to walk me through both issues quickly and efficiently. He knows his stuff.

I had a wonderful experience with Nikki! She was incredibly friendly and courteous throughout our interaction. Beyond the excellent customer service, we also had a chance to compare notes on the software systems we both work with – it was a surprisingly insightful conversation. I highly recommend Nikki for her professionalism and engaging personali

I had a great learning and informative session with Ben Luu. He walked me through on my laptop and iPhone, the new Portal. When we arrived to the Portal, he walked me through every option, and answered all my questions regarding my IRA account. He had patience, and was very pleasant. I am extremely pleased from all the knowledge.

Niki handled my call like a true professional. She was able to answer all of my questions in a timely manner and did so with a kind and pleasant demeanor. She is a model of how customer service should be performed and I wish all of my interactions with any customer service could be with people with her same attention and caring to do the job right. I also appreciate that she was easily heard and annunciated her words for easy understanding. Please reward her and allow her to show and teach others how customer service should be done. Kudos Niki and thank you!

The issue (IT issue) I called Customer Service for was unable to be resolved; but the reason for attempting log in was. The specialist professionally and efficiently was able to settle my need for the attempted log in.

I wouldn’t say all the company employees are doing a great job. I have called several different ones and have not got any responses. I have emailed, left voice messages and even text no response. But Valerie called right back and went right to work on the problem she is a breath of fresh air.

Withdrawing money was a breeze! One email to Amber and we received our funds with 48 hours. Highly recommend Amber and Horizon!

The call and process was seamless, quick, and easy.
Tatyana was professional and knowledgeable.

Amber N. and Danny F. were absolutely amazing from the Horizon Trust team!

They moved quickly and made sure to keep me updated throughout the entire process with multiple calls and emails.

I'm very thankful I had them to assist on a complex investment and they made it happen!

When a company earns their stripes via professionalism,honesty and shows true concern for their clients a healthy and honest review is well deserved . I was first introduced to Brandi as my start up represenative and had to the pleasure to speak with a few others within the company and all have always held my requests and concerns with high regard. One other person that I came to know and is a true standout is Julie H. , Horizon should be proud to have her on their team as she is truly inestimable. I will always recommend Horizon.

Ben was amazing! He helped me with paperwork to make a distribution as the guardian of my son's accounts, with the history of both of our accounts and more! He was incredibly patient with helping me understand the entire process. My original intent was to close my son's account and instead I am not only keeping my son's account open I am opening new accounts for myself strictly due to the excellent customer service I received from Ben. He was truly wonderful. I have just had a terrible and extremely expensive time attempting to remove funds from Equity Trust and still a couple weeks later still do not have the funds! Not to mention they closed my accounts with high fees, penalties and more! I will be telling everyone about my experience with Ben ~ he has renewed my faith in self directed Roth IRA accounts! Thank you so much, Ben ~ you should be in charge of customer service for and teach other companies how it should be done; however, please don't leave ~ we need you! Thank you again for all the help.

I was referred to Brandi at Horizon by a friend who spoke highly of her knowledge and professionalism. She was very helpful and responded quickly when needed. Not only was she great but her assistant Mercie was Amazing! Very patient and diligent with my situation. Look forward to working with them in the future.