Name: horizontrust.com
Telephone: 8882056036
Rating: 5.0

Maddy Guest

I had the pleasure of working with Rubi…

I had the pleasure of working with Rubi at Horizon Trust with questions to set up my Solo 401(k) correctly, and I couldn’t be more impressed. From the very beginning, Rubi was knowledgeable, patient, and incredibly responsive. She walked me through each step of the process, answered all my questions thoroughly, and made sure I understood.Her professionalism and attention to detail gave me confidence in the decision to use this service. for my financial future. I truly appreciated her guidance and would highly recommend her to anyone looking to explore other retirement options through Horizon Trust.Thank you, Rubi, for your outstanding support!

Date of experience: Nov 10, 2025

Lyndon Williams Guest

3 months ago

Personable

I had the privilege to talk with Cynamon who was very helpful in helping get my paperwork completed. She was patient and professional with me. We even got a few laughs. It was a pleasant experience.

Date of experience: Nov 05, 2025

M. GRACE Guest

4 months ago

Dana and Brandi have been instrumental…

Dana and Brandi have been instrumental in making this rollover very smooth and quick!

Date of experience: Oct 30, 2025

Robin Redlawsk Guest

4 months ago

IRA rollover

The knowledge and experience of our advisor,Dana. She was quick and professional and understood what was needed by the company to make this a seemingly simple process. She was able to accommodate all our needs. She was awesome to work with.

Date of experience: Oct 29, 2025

Mark Redlawsk Guest

4 months ago

IRA Rollover

Dana was very personable and quite friendly. She took the anxiety of this process completely out of the equation. She was awesome to work with.

Date of experience: Oct 29, 2025

Tate Guest

4 months ago

Great company

Great company, Cynamon always takes care of me and my needs when it comes to managing my customer's accounts.

Date of experience: Oct 22, 2025

eozkentli Guest

4 months ago

Great customer service

Overall good experience with Horizon trust, working with Tatyana is especially great! She is on top of her game and punctual with her meetings and follow ups!

Date of experience: Oct 20, 2025

RW Guest

4 months ago

Everything went smooth

Everything went smooth with the rollover. Dana did a great job on the Horizon end of things.

Date of experience: Oct 16, 2025

Mike Guest

4 months ago

Horizon Trust is a great company for my…

Horizon Trust is a great company for my SDIRA. Anytime I call in, they are more than willing to help. The past few times, I’ve spoken to Niki. She is extremely helpful and efficient. I couldn’t be more happy with my choice to Self Direct my retirement funds with Horizon Trust.

Date of experience: Oct 16, 2025

Ruby Aguirre Guest

4 months ago

Excellent Customer Service

Excellent customer service. Always quick to respond to my emails and phone calls. Also very helpful with explaining or breaking things down to make things I was uncertain of easier to understand.