Horizon Trust

Money & Insurance
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358 reviews
Overall Rating
Customer Reviews about

Horizon Trust

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Doug Tenhagen

5.00/5.00

"Chy was great!!"

Chy was great!!! Very friendy, upbeat and helpful. She has excellent customer service skills. She deserves a raise!

11/03/2022

Kristian Debus

5.00/5.00

"Chy is wonderful to work with"

Chy is wonderful to work with, knowledgeable, super reliable and very responsive, unusually quick in getting back with important information!

11/03/2022

Joe

5.00/5.00

"Chy was very friendly"

Chy was very friendly, knowledgeable and very professional. Helped me twice and stayed with me on the phone till I completed my transaction.šŸ‘šŸ½

04/03/2022

Joan

5.00/5.00

"Chy and our self-directed IRA"

Chy has been helping us with our self-directed IRA and she has been very good at explaining and answering our questions.

25/02/2022

Bark Busters Brooklyn

5.00/5.00

"Thank you"

Thank you, Alicia! I appreciate your help.

16/02/2022

Edwin Koo

5.00/5.00

"Celeste - Most Valuable Financial Advisor (MVFA)"

Celeste is the best, during her consultation, she answered all my questions quickly, accurately, and putting my mind as ease like a seasoned senior financial advisor.

Thank you Horizon Trust for having someone of her experience on your Team!

10/02/2022

Wanda Shuman

5.00/5.00

"I received excellent service from Celeste today by helping me step by step complete filling out of the form with which I was ,having problems. She did so in a professional, smiling, upbeat manner."

I received excellent service from Celeste today. She helped me step by step complete

12/01/2022

Selket Manipia

4.00/5.00

"Horizon Trust is a good custodian for a…"

Horizon Trust is a good custodian for a self - directed IRA.

27/12/2021

vicki buebe

5.00/5.00

"Brokerage account setup"

Celeste was a tremendous help on get our brokerage accounts setup.
Sent us the proper forms to fill out.

11/11/2021

John Wiejaczka

5.00/5.00

"Great Customer Service"

Great Customer Service. I needed to know the Tax Id number assigned to my account. Celeste handled it professionally. She has always provided great customer satisfaction.

02/11/2021
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