She was a extremely pleasurable experience working with her knowledge caring sweet and took time to makes sure that I understood what the complete process of the Transaction I was doing went the extra... Leggi di più
Anche se non controlliamo le affermazioni specifiche, trattandosi di opinioni personali, etichettiamo le recensioni come “Verificate” quando riusciamo a confermare che c'è stata un'interazione commerciale effettiva. Leggi di più
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I spoke to MIRA in customer service and what impressed me the most is that she listened to me without interrupting me. She allowed me to explain the circumstances and then she provided a solution. She... Leggi di più
Everytime I call Horizon Trust I am helped by amazing customer service people that walk me thru exactly what I need to make my investments work for me. Last week I spoke to Crystal - she was amazing.... Leggi di più
Mercie D was very helpful and knowledgeable in assisting me with a rollover to my Horizon Trust account. She was very professional, knew all the right questions to ask and moved the process along q... Leggi di più
Dettagli dell'azienda
Scritti dall'azienda
Horizon Trust Company is a custodian that offers IRA custodial services for clients looking to self direct their Individual Retirement Account (IRA). Horizon Trust provides education on self directing and custodial services to investors interested in diversifying their tax-sheltered portfolios beyond the limited options of publicly-traded investment products.
Informazioni di contatto
6301 Indian School Road Northeast, 87110, Albuquerque, Stati Uniti
- (888) 205-6036
- operations@horizontrust.com
- horizontrust.com
Professional
Jessika is very professional and personable. She takes care of business quickly and follows up to keep me informed.
Ms. Davis - Awesome
Ms. M Davis did a great job helping me with my account.
I called up in a panic
I called up in a panic. I had lost track of time and needed a wire transfer done that day. She was able to get it processed for me. My transaction went through on time and we were able to close on time.
Mercie is awesome!
I have had the pleasure to work closely with Mercie multiple times. She is one of the most dedicated person I have had the opportunity to work with. She has the best interest of her clients, very knowledgeable, and super dependable.
Horizon walks you through the process answering important questions.
It has been the caring manner that Mercie has. She is an asset to your company!
Above and beyond
Both Mercie and Jessica were fabulous. This transaction was in the middle of my moms passing and subsequent wake and funeral. They took care of everything for me. In fact flowers showed up at my house for condolences. I think it was Jessica who arranged that. Beautiful gesture. I think I chose the right firm for this.
Great Onboarding Process :-)
The Horizon Trust (Amber) associate was very kind, courteous, professional, and prompt. She walked me through the entire application process and explained everything clearly. I enjoy my experience thus far with the company and look forward to further collaboration.
Straight Forward Answers and Quick Turn Arounds
When I had questions, HTC and Mercie Davis provided me with simple, direct, and clear answers.
Mercie's l willingness to help me out and send me the information I required, reduced a ton of time I'd have lost searching for my self-directed investment needs.
I highly recommend interested investors consider using Horizon Trust Company because of their superior products, systems, and highly professional and affective specialists like Mercie Davis.
Fantastic support and very timely…
Mercie has a fantastic support and her response been very timely and very helpful.
Professional Customer Service
Samantha did an awesome job getting my portal fixed. She was not only supportive but determined to correct my issue.
Thank you very much - Ms. Bree T for your outstanding support and professionalism
I want to thank you Cash Operations - Deposits, Ms. Bree T's help with account. She is extremely professional and attention to details to my account issues. She went above and beyond to do research on why my incoming fund was held up and did not deposit into my account. She helped me to resolve the issue in a timely manner. I am greatly appreciated her support and effort.
Jessica answered all of our questions…
Jessica answered all of our questions and followed up to make sure we completed everything that was needed. Jessica was very courteous and a pleasure to work with!
Jessika was super friendly and helpful
Jessika was super friendly and helpful. She answered all my questions and I appreciated that.
Amber made my experience educational & seamless
I am the nervous, overly conservative type of investor. Horizon Trust’s entire team held my virtual hand from start to finish and beyond! From answering my questions to consistent follow up to keep me engaged has been phenomenal. I would like to give a special shout out to Amber Neubig for guiding me through the process and always being available to answer my questions. I would not have made this transition without her support.
I had a great experience with Tatyana…
I had a great experience with Tatyana Fox today. My transfer of funds went very smoothly and she made it easy to get it done quick. Thank you Tatyana.
Jessika was very helpful in…transferring of funds
Jessika was very helpful in transferring our rollover by answering all our questions and handling the transaction. Very friendly and efficient.
Jessika Soto was amazing
Jessika Soto was amazing. Really friendly and attentive to my needs. I highly recommend her :))
A difficult process made easier with the right help!
Jessika Soto was very patient and knowledgeable concerning all the regulations and forms required for our transfer. She made us comfortable with our decision and made the process go smoothly. I am glad we had such a professional to work with!
Jessika was very helpful
Jessika was very helpful, kind and professional! Ideal representation for gaining trust!
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