Horizon Trust Avis 516

My experience overall has been great. Brandi was helpful with the account application. Dana especially helpful with the transfer of funds and further clarifying the multiple questions I had. Their guidance and information made me feel confident in opening a SDIRA with Horizon Trust.

As soon as down phone lines at Horizon Trust were restored, I was promptly connected to customer support and they were very courteous, and most importantly very knowledgeable about my IRA questions. All of the team including Cinnamon, Rylan, Ben, and Kelsea were a pleasure to interact with, they are true professionals. Thank you

Communicative support. Took the time to understand the problem and really worked together with the ODC group to try and make it happen.

Jessy, Dana, and Kelsea have been a joy to work with! They’ve gone far above the call of duty to help ease my beginner anxiety and nervousness about transitioning into the new world of a self-directed IRA. I have much more to learn, and look forward to working with them as I grow more comfortable with my new self-directed investment path! James F.

3/25/25
Had an issue setting up my portal I contacted Horizon and talked to Ben. Ben was very professional and walked me step by step through the process of setting up my access.

I contacted Horizon and immediately got a live person on the phone. Amber has been excellent to communicate with and prompt with follow-up. I have a really good feeling about my transaction!

Murray

We have just switched to Horizon and so far, so good. Amber has made the trasition seamless and easy.

I worked with Dana and Jessy to set up and fund my new account. They were both nice, patient, and knowledgeable in their areas. They explained the entire process and let me know all the next steps moving forward. It was a pleasure to work with both of them and I look forward to working with them in the future!

Ben. Assisted me today. He was very professional and courteous. Took the time to ensure that I was satisfied. Have an amazing day and enjoy the weekend.

Dawn G.

Thanks for the persistence and dedication of the team at Horizon who worked with me for over a year before I was ready to move my TSP account over with them. Mercie made the transfer simple and followed up every step of the way!

Spoke with Ben twice today regarding an investment opportunity that I was trying to figure out financing for. He helped me to work thru a strategy to rollover funds from another IRA custodian and from a pension cashout without triggering a taxable liability. He also helped me to complete the transfer form while being patient and resourceful.

Tatyana has been extremely helpful in getting my account set up for transfer and completing my requests. She assisted me above the scope of work expected of her and was knowledgeable about the process. She educated me along the way and made sure my questions were answered.

What makes Horizon great is its employees. I had a great experience and hope to continue having many more. Especially working with Mercie Davis who showed tremendous patience, integrity, and willingness never to give up working with one of my recent issues getting my rollover from Vanguard. Keep up the great work, Mercie!!! and my praises to the rest of the team at Horizon. It is my pleasure working with Horizon. team!

Dana Gross with Horizon Trust is very easy to speak with. She made the process go along smoothly and efficiently. She was very informative, and I felt reassured after going through the 401k rollover process with here.
Thank You very much!

Ben was very helpful, friendly and knowledgeable. Got all my questions answered.

Amber Neubig went out of her way to answer every last question I had. She even made a couple of introductions for me to help get further educated on opportunities I might find to make my IRA more efficient. Super friendly and knowlegable team. What more could you ask for?

Dana was extremely helpful and willing to go the extra mile to complete my rollover that had a few hiccups. She made sure no more hiccups! Awesome!

Thank you, Ben for walking me through how to complete a W9 for my checkbook LLC. It was definitely more complicated than I thought! I was just calling to confirm the address but as we went line by line, it turns out everything I assumed was incorrect, particularly whose TIN# to use and who will be signing it (major)! Thank you for being patient as I completed the W9 and the Authorization to Take Action form - especially since I was working on my computer, iPad, and iPhone! Your patience was very appreciated in waiting for me to try on different devices to make it work properly. You were also extremely helpful with my several questions on next steps. Thank you for spending so much time with me to make sure I felt confident with the process!

It was a pleasure being assisted by Niki.
She is excellent communicator and very knowledgable. Her professionalism is exhibited by positive demeanor and very prompt response to clients needs. My impression is she is a leader willing to take more responsibility and set example for coworkers. She is an asset to HTC.

Dear HTC Exec Team. I wanted to share my experience thus far working with the HTC team, in particular, Brandi Dean, Kelsea Gines, and Dana Gross.

My SDIRA account, originally opened at Quest in December 2023, was acquired by Inspira in October. At that time, I'd heard good things about Horizon (and not so good things about Inspira) and had a phone call with Brandi Dean. She very clearly communicated the benefits of HTC and I felt reassured that it would be a good home for me and my funds. She was also extremely helpful in walking me through the process of opening our accounts.

Then the ball went to Kelsea Gines, another extremely competent, reassuring, and helpful individual who has helped my husband and me make a number of investments from our new Roth accounts. Kelsea always makes herself available to answer my many question and has been a true pleasure to work with.

Finally, Dana Gross took the reigns at helping me successfully make the transfer of my account where it was stranded and backlogged at Inspira. She went to great effort to help me make that move in time to meet an important funding timeline.

Everyone I have worked with has gone to the effort to do what they said they would do, when they said they'd do it. I couldn't be more pleased with my move to HTC and have been telling my fellow real estate investors about my positive experience.

Lastly, I also wished to express appreciation for the educational sessions I have thus far participated in. I believe HTC is going to be a terrific partner for my husband and me to learn and explore different asset classes to grow our retirement wealth.

Thanks for listening,
Traci Crowell