Pam
The individual assisting me
The individual assisting me, Mercie, was responsive and helpful.

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.
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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Showing 558 reviews with 5 stars · Clear filters
Pam
The individual assisting me, Mercie, was responsive and helpful.
Ed
I called to find out what form to use to make a contribution to my Traditional IRA and asked when I needed to submit the form. I spoke with Mira, in Customer Service, and she directed me to the online Contribution Form and told me I could submit the form ahead of the contribution, which was wired the next day. Thank you for your assistance Mira and thank you Horizon Trust Company for having a Docusign version of the form.
Stephanie & Mike F.
Great communication. Always kept us updated and even got on the phone to assist us with transferring of our accounts.
Dan
The team is always prompt, helpful and polite. Had Mira working with me today, and she did a phenomenal job.
Jonathan
Excellent and attentive service
Emily Y.
Phenomenal team! Everyone is so helpful! Will be life long clients!
April F.
Alicea was very helpful and informative. She kept me on the line until everything was taken care of. She did a great job of helping me make the modifications to my documents that were needed.
RW
Everything is smooth and seamless. They are always ready to help clear up any confusion, and I am easily confused.