Horizon Trust Avaliações 496

O TrustScore é 5 de um total de 5

4,9

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Veja o que dizem as avaliações

Avaliado com 5 de um total de 5 estrelas

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... Ver mais

Avaliado com 5 de um total de 5 estrelas

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... Ver mais

Avaliado com 5 de um total de 5 estrelas

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.... Ver mais

Avaliado com 5 de um total de 5 estrelas

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... Ver mais

Detalhes da empresa

  1. Serviços de Investimentos
  2. Serviços Financeiros Alternativos
  3. Planos de Previdência Privada

Escrito pela empresa

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.


Informações de contato

4,9

Excelente

O TrustScore é 5 de um total de 5

496 avaliações

5 estrelas
4 estrelas
3 estrelas
2 estrelas
1 estrela

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Avaliado com 5 de um total de 5 estrelas

I called at the end of the day

I called at the end of the day. My call was answered by Ben (I've spoken with Ben before) and he was as cheerful and helpful as if I was his first caller of the day. He was helpful and knowledgeable; my problem was solved. Thank you once again.

30 de julho de 2025
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Amber is a pro

I’be worked directly with Amber for a while, and my experience with her has been amazing. So much so that I’ve referred friends and colleagues to her, which is the ultimate compliment. Her knowledge and professionalism shine in everything she does. She’s a great partner.

31 de julho de 2025
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Paperwork Problems:

Paperwork Problems:

I had problems with a document that needed to be signed... and Horizon Trust came through for me. I talked to 3 different people over a two day period. Each were cheerful and spot on in helping me get the paperwork in correctly. I've been with Horizon Trust for over a year, and the their excellent and cheerful service has been consistent.

25 de julho de 2025
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Robert was great!

Robert was great! He was able to walk me through the process and was genuinely nice. I really appreciated his customer service which is rare these days.

21 de julho de 2025
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Mercie

Mercie, was very professional and provided the exact service that I was looking for

21 de julho de 2025
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Ben was very patient

Ben was very patient. He helped me figure out why I couldn’t log into my account and also explained how the account is linked to a banking account. Very helpful.

23 de junho de 2025
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Excellent support

I spoke with Ben today about a couple of issues regarding my Horizon account. He was able to walk me through both issues quickly and efficiently. He knows his stuff.

24 de junho de 2025
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

I had a wonderful experience with…

I had a wonderful experience with Nikki! She was incredibly friendly and courteous throughout our interaction. Beyond the excellent customer service, we also had a chance to compare notes on the software systems we both work with – it was a surprisingly insightful conversation. I highly recommend Nikki for her professionalism and engaging personali

12 de junho de 2025
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

My great learning and informative session w/Ben

I had a great learning and informative session with Ben Luu. He walked me through on my laptop and iPhone, the new Portal. When we arrived to the Portal, he walked me through every option, and answered all my questions regarding my IRA account. He had patience, and was very pleasant. I am extremely pleased from all the knowledge.

17 de junho de 2025
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Niki is a customer service pro!

Niki handled my call like a true professional. She was able to answer all of my questions in a timely manner and did so with a kind and pleasant demeanor. She is a model of how customer service should be performed and I wish all of my interactions with any customer service could be with people with her same attention and caring to do the job right. I also appreciate that she was easily heard and annunciated her words for easy understanding. Please reward her and allow her to show and teach others how customer service should be done. Kudos Niki and thank you!

16 de junho de 2025
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

The issue (IT issue) I called Customer…

The issue (IT issue) I called Customer Service for was unable to be resolved; but the reason for attempting log in was. The specialist professionally and efficiently was able to settle my need for the attempted log in.

16 de junho de 2025
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

I wouldn’t say all the company…

I wouldn’t say all the company employees are doing a great job. I have called several different ones and have not got any responses. I have emailed, left voice messages and even text no response. But Valerie called right back and went right to work on the problem she is a breath of fresh air.

11 de junho de 2025
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Amber N and Danny F -- Horizon Trust

Amber N. and Danny F. were absolutely amazing from the Horizon Trust team!

They moved quickly and made sure to keep me updated throughout the entire process with multiple calls and emails.

I'm very thankful I had them to assist on a complex investment and they made it happen!

2 de junho de 2025
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Stripes and respect earned

When a company earns their stripes via professionalism,honesty and shows true concern for their clients a healthy and honest review is well deserved . I was first introduced to Brandi as my start up represenative and had to the pleasure to speak with a few others within the company and all have always held my requests and concerns with high regard. One other person that I came to know and is a true standout is Julie H. , Horizon should be proud to have her on their team as she is truly inestimable. I will always recommend Horizon.

16 de maio de 2025
Avaliação não solicitada

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