My experience with Horizon Trust was helpful! My experience with Horizon Trust was very helpful by walking me through the whole process. The person was very courteous, friendly, and knowledgeable.

Screaming from the rooftop Screaming from the rooftop, or simply wiring a review… Just had a great conversation with Taddie regarding our accounts. Her guidance and explanations were very clear. I cannot say enough about our experience and how refreshing it was to speak with someone who actually knows what they’re talking about. Too often these days, you speak with a representative that wants to transfer you, or simply cannot assist - Taddie was the polar opposite. Definitely a keeper! Thank you again, Taddie!

The transfer of my investments from another company to Horizon Trust Mercie has been helping me for about 3 weeks. She speaks in pleasant, even tones and lets me interrupt when I need to say something while I think of it. She never sounds agitated or in a hurry, and clarifies, as needed, what I just said when we are on a 3-way call. And she repeats things so I can write my notes from the conversation clearly enough to understand them later. Mercie always reminds me to call if I have new questions or concerns.

Speaking with Samantha was what made my… Speaking with Samantha was what made my experience great. She was very pleasant and patient and stayed on the phone with me until the paperwork was complete which can sometimes be a challenge for someone of my age (80). I really appreciated having her support and I was able to complete the paperwork without stress. She was great!!!

Great work! Just completed my first transaction with my trust advisor Amber Neubig and her processing team partner Christina Diaz. Both handled everything promptly and professionally. I look forward to working on more projects with them and Horizon Trust.