Horizon Trust Avaliações 496

I've been with Horizon Trust since 2020. They make it easy to onboard, but once on-boarded, their exit fees trap you.

Count on long hold waits. If you leave a message, it typically takes a couple of days for a call back. Nobody is apparently cross-trained because the person I need to speak to is never available.

If you have basic legal questions that are COVERED ON THEIR WEBSITE, nobody is willing to answer the question. They will not even refer you to their website for the answers.

Expect spam e-mails with clickbait titles to sell you additional services.

Updated 1/27/26:

After writing this yesterday, I received a call from Christine who was very helpful and answered all my questions. Christine provided a wonderful experience!

This morning I was contacted by one of the Vice Presidents who started out empathetic. She heard me out but stood her ground for the company policies, which she should.

A point of contention with company policy: they will not provide a list of attorneys or CPAs that work with SDIRAs. I understand liability, however they platform specific companies selling product regularly. Hm...that doesn't sound consistent if they are wanting to avoid liability. They will not provide a list of many providers, but platform single providers.

Lastly, she asked me what it would take to take down or upgrade my post. I suggested we revisit this in a couple of months and see what changes, to which she replied that she is hoping my review will be buried with all the other great ones. I guess my review doesn't matter then. I'm starting to think their positive reviews are bots as a friend referred me to them. He uses HT as well and his experience is similar to mine.

Updated 2/6/26:

The company has responded to my concerns. I've been contacted by the company's COO as well as the owner. Both have been apologetic and thankful for the feedback.

They have taken my comments as constructive criticism and have pledged to improve their processes by providing additional training to lower level employees to better equip them to direct calls to those qualified to address issues and concerns, rather than taking messages and playing phone/e-mail tag.

This is very encouraging and I believe the fact that they have taken a customer's comments so seriously demonstrates a willingness to improve. I look forward to improved customer service and further upgrading this review shortly.

Very efficient and professional. I enjoyed both conversations and received what I needed quickly.

Valarie was a joy to talk with. She helped with my issues with ease. She is a valued employee.

The Customer Service team is always quick to respond and very helpful whenever I reach out to them. The team is friendly and will go the extra mile to help fulfill a need.

Robert was a great help to me. I needed a check cut quickly, and both Robert and the person cutting the checks worked quickly to generate the check and mail it for overnight delivery.

The team is very communicative, easily able to get ah hold of for any questions and clarification. I had the pleasure of working with Amber Neubig and Dana Gross who both are amazing!

Valarie was very pleasant to visit with and is a great listener. She followed up on an item that neede closure and was not completed in August 2015.

Taddie walked me through every step, which took me more time than I expected, so I took much of her time. She never seemed frustrated when I needed her to repeat or further explain something. I'd say she was the most patient person I have needed to walk me through computer documents that I can remember.
I asked if I could type this Review later, which should have been at least by yesterday, but I could not be home at a good time and for long enough until TODAY.
Thank you Horizon Trust and Taddie!

Valerie took the anxiety out of the whole phone call and explained things so that I have a clear understanding. Very personable also.

VALERIE, WAS very, very helpful, and very nice. She did not hesitate to try and solve any issue i had. iI really apprecited her help. and all off the work that Horizon has done for me. Larry Freeman.#5877729. thanks again. glad to be a member and customer of Horizon Trust.

Amber walked me thru details & process … it took less than 20min to open the account & request transfer.

Amber was very helpful. Talked through the process and was very responsive

Horizon Trust made the process of setting up a self-directed investment account straightforward and efficient. Their team was responsive, knowledgeable, and took the time to clearly explain the steps and requirements, which made the onboarding process smooth from start to finish.

They did a great job walking us through the structure, paperwork, and timelines, and were proactive in answering questions as they came up. The platform and communication were well-organized, which gave us confidence moving forward with self-directed investments.

Overall, a solid experience for anyone looking to get started with self-directed investing.

What’s important for people to know?
Horizon Trust is organized, responsive, and well-suited for investors looking to set up and manage self-directed accounts efficiently.

> A big shout-out to Jessie and Dana! They walked me through the entire process step by step and answered all of my questions with incredible knowledge and patience. Thanks to Jessie’s expertise, I was able to choose the product that best serves my business needs. The experience was smooth and reassuring from start to finish. I would highly recommend Horizon Trust to anyone looking for outstanding service and guidance.

Fantastic service! Dana was wonderful and is passionate about what she does. She highly cares for her customers. I felt valued and trusted her expertise.

First, onboarding was very easy with strong customer assistance. Most recently as a new user, Valarie was incredibly helpful in assisting with my 1st SDRI investment. Overall, i have been very happy with Horizon with user friendly processes and great customer service.

Mercie, as always, went above and beyond in her efforts relative to a pending TOA.

She is extremely knowledgeable, responsive and always willing to go the extra mile.

Dana Gross in the transfers department is just fantastic. Ask to work with her and you won’t be sorry. She’s friendly, knowledgeable, and genuinely wants to help.

Dana was great getting my 401k rolled over to my new account.