Gena Baldwin
GBScreaming 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!
PaulW
GBSmooth and seemless. Jessika's knowledge and working with and the 401(k) company made it easy.
Heather Grenon Prier
GBTaddie was amazing assisting me with a… Taddie was amazing assisting me with a very last minute, urgent request. We was thorough and patient and got everything squared away for me quickly.
Christopher Janeway
GBBree Tagle at Horizon is Awesome! Bree Tagle was very organized and informed about my account. And was able to answer every single question quickly. I would highly recommend working with her and Horizon Trust.
dennis parker
GBtotal dedication of Dana Gross to get… total dedication of Dana Gross to get to a solution on a difficult transfer with the dreaded Merrill Lynch, calls encompassing 2 hours or more in length! great work Dana! thanks,