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Dean Curry

United States

1 Reviews
4 Reads
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1 review

Horizon Trust

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Making the decision to leave our previous IRA custodian wasn't easy, but from our very first interaction with Horizon Trust, we knew we had made the right choice. The professionalism, responsiveness, and ease of communication have been outstanding from day one. What has impressed us most is Horizon Trust's exceptional attention to detail. Every step of the transfer process was handled with care, and the communication has been a refreshing change from our previous custodian, where a lack of communication was one of the primary reasons we decided to move our accounts. While everyone we worked with was knowledgeable and helpful, I want to give a special shout-out to Samantha Lugo. Her consistent follow-up, responsiveness, and genuine commitment to making sure everything went smoothly truly made this a first-class experience. We already feel at home with Horizon Trust and have complete confidence in our new custodial representative. If you're looking for a company that values communication, professionalism, and customer service, I highly recommend Horizon Trust.

2026-06-30