"Dana was great and thorough she…"

Dana was great and thorough she answered all my questions and the process went very smooth.

"Smooth problem free and no hassle"

Smooth problem free and no hassle - thanks

"Very helpfuil"

Very helpfuil

"Dana was so easy to talk to and went…"

Dana was so easy to talk to and went above and beyond to help me figure out how to get my funds transferred. She pleasantly worked with multiple parties and continuously followed up to meet my goals and make things as easy as possible for me while on vacation. Highly recommend working with her and the team.

"Excellent customer service"

Excellent customer service, very helpful she make me feel like a special customer.. I had an excellent customer experience .

"New path to retirement"

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…"

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"

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

"Three Superstars!"

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.

"Trouble setting up portal"

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.