David J W.
My question was answered quickly
My question was answered quickly, accurately and politely.

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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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
David J W.
My question was answered quickly, accurately and politely.
Jeff and Kayla S.
Mira was kind and helpful. The team is consistently responsive and helpful anytime I can with questions or concerns.
Pamela S.
Great prompt professional service. I did not have to wait and all my issues regarding beneficiary and RMD were addressed and resolved adequately . Thanks
La Rissa F.
I had an amazing representative assist me this morning. She was patient with me. She helped me lock into my account and answered all my questions. I called and inquired about information on my account that I wasn't able to visible see; she also answered the question about regarding making a transfer. She knows Horizon Trust products, where to find the information, I requested. This is excellent customer service. A huge thank you to the young lady who assisted me.
Thomas L.
Niki took the extra time to walk me through filling out my form and when we hit a snag, she went out of her way to make sure we were able to make it work! She did a fantastic job and was extremely patient with me. Just a great job! Thanks Niki!!!
WT
This was my first direction of investment. Taddie was super helpful and provided step-by-step information to assist me in filling out the proper form. She stayed on the phone line and guided me, even after we lost connection, she called back and stayed the course. Great customer service! Very much appreciated.
Matt R.
One easy phone call with the rep was all it took to transfer my account. Looking forward to the control and opportunities offered in a self-directed option.
Rufus
I am new to Horizon Trust and navigating can be a little challenging. Every time that I have called in for guidance the staff has been very patient and professional. I just wanted to say "Thank You" Mira for your help this morning.