Horizon TrustHorizon 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.
Horizon Trust (horizontrust.com) has 572 customer reviews on Five Star Index, with an average rating of 4.9 out of 5.
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Investments & Wealth · Albuquerque, New Mexico
Excellent
Investments & Wealth · Artesia, New Mexico
Excellent
Investments & Wealth · Albuquerque, New Mexico
Excellent
Investments & Wealth · Santa Fe, New Mexico
Excellent
Showing 558 reviews with 5 stars · Clear filters
Mr E.
Very patient young lady who walked me through the changes I needed to make and didn't get flustered when I had a few problems with the system. All of your associates need the same patience when working with customers.
Lively
i was misunderstanding how to access the form I needed so Mira helped me out. Even though she didn't feel well she politely stayed on the line with me and made sure I was able to get to the form I needed. She was very patient and kind!
Greg P.
Great service this morning from Mira! Answered all my questions and provided additional details to help lean forward and expedite the services I would be requesting in the coming days. Very helpful especially with a tight timeline.
Christine
Very short wait for customer service and staff member Mira was exceptionally helpful and professional. She was able to answer my questions and methodically walk me through steps on the website.
Anna S.
Mira on the customer service team has done an outstanding job for all my follow-up questions. She is patient and willing to take the time to help me getting my questions completely resolved. I really appreciate working with her and have enjoyed the customer service at Horizon Trust.
Lowell
I called in to get help with a 401K transfer from a former employer. The first person I spoke with on the customer service line told me that I would need to speak with someone in a different department and that they could set up an appointment the following day. A time was confirmed, but then she said that she would check to see if anyone was available at that time. A brief wait and then she came back on and introduced me to Samantha Lugo. Samantha took some information about the transfer and coached me on how the process would go. She then quickly got in touch with the plan providers to arrange the transfer and helped getting all the proper information conveyed to initiate the transfer. Samantha was professional, knowledgeable and made the process quick and easy. Thank you for having well trained, friendly people to help with these important tasks.
Craig Anthony N.
Cynamon was great today. I was able to have the right conversation to trade notes, crypto, stocks, and alternative investments. Thx much.
Jay Y.
Mira was very patient, friendly, professional, knowledgable and pleasant to work with! She answered all my questions in a manner that was easy to understand! Thanks so much! Jay