Ben was amazing! He helped me with paperwork to make a distribution as the guardian of my son's accounts, with the history of both of our accounts and more! He was incredibly patient with helping me understand the entire process. My original intent was to close my son's account and instead I am not only keeping my son's account open I am opening new accounts for myself strictly due to the excellent customer service I received from Ben. He was truly wonderful. I have just had a terrible and extremely expensive time attempting to remove funds from Equity Trust and still a couple weeks later still do not have the funds! Not to mention they closed my accounts with high fees, penalties and more! I will be telling everyone about my experience with Ben ~ he has renewed my faith in self directed Roth IRA accounts! Thank you so much, Ben ~ you should be in charge of customer service for and teach other companies how it should be done; however, please don't leave ~ we need you! Thank you again for all the help.
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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.See more