Liz O.
Posted
El made it happen!
El was a great help this week. My Roth conversion and contribution checks took much longer to clear that previous times for an unknown reason and I was anxious I wasn't going to meet my investment deadline, so I called in several days in a row to nudge progress and troubleshoot back up options if necessary. El received every one of my calls and was polite, helpful and prompt. She exhibited zero frustration with my "squeaky wheel gets the grease approach" and was very willing to help troubleshoot, and she followed up promptly when she said she would. I wasn't thrilled by how long the overall process took this round, but I was extremely pleased with El's support.
Response from Horizon Trust· Sep 2, 2026
Thank you for sharing your experience and for your patience throughout the process. We understand how stressful timing can be when you’re working toward an investment deadline, and we’re sorry this took longer than expected. We’re so glad El was there every step of the way to provide consistent communication, troubleshoot options, and follow through when you needed her. We’ll absolutely make sure she sees your kind words. Thank you for trusting Horizon Trust!