"Amber Neubig went out of her way to…"

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…"

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 the W9 process for my SD Roth IRA checkbook LLC"

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…"

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.

"I recently switched from Inspira to Horizon and couldn't be happier"

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

"Mercie has been so thorough and great…"

Mercie has been so thorough and great to work with!

"Hello"

Hello, would like to share that Dana Gross is a great representative for Horizon Trust.
She is available when we need her and knows all the answers to our questions. Because she has been there with every step of the way in the handling our investment, we now know our nest egg is in capable hands with Horizon Trust.
Maria Ayala

"Flawless Execution"

From my initial meeting with Brandi Dean and concierge service from Dana Gross, Horizon Trust has offered flawless execution. I am grateful to the entire team and look forward to a long-term relationship.

"Dana Gross has been very helpful and…"

Dana Gross has been very helpful and gracious throughout the transfer process.

""Dana's Exceptional Service: A True Asset to Horizon Trust""

I want to take a moment to express my heartfelt gratitude for the exceptional service I received from Dana. She truly went above and beyond in addressing my needs with remarkable attentiveness, professionalism, and expertise. Her deep knowledge of her role was evident in every interaction, and she played an instrumental part in helping me navigate a challenging situation, seamlessly coordinating between institutions to transition everything into Horizon Trust.

Dana’s dedication and ability to provide such outstanding service are a testament to why this institution is held in such high regard. Her unwavering commitment to customer happiness and satisfaction deserves the highest recognition. Honestly, there should be an award of excellence for people like her, she has more than earned it.

With representatives like Dana, it’s no surprise that Horizon Trust continues to thrive, placing the happiness and gratitude of its customers at the core of its success. Thank you, Dana, for everything you’ve done. Your efforts made all the difference !