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
572 approved reviews, newest moderated first
Isaiah B.
I was having issues logging into the client portal. Samantha was diligent and patient in explaining the process and when we couldn’t figure it out, she found the answers to resolve the issue. I’m very appreciative and grateful.
Robert V.
I was pleased with the service. I requested two things and completed both while on the phone. The HT representative was able to meet my needs and, in addition, asked if she could assist me with additional support. I was grateful for she helped me already and I did not need additional support at this time.
Margi
Once I was able to get in touch with the transfers team, the amount of time it took to have the funds I needed transferred to my investment account was extremely efficient.
JH
Mira was very patient, thorough and professional. She researched my account and walked me through the process. I am completely satisfied. Thank you Mira!
Gary R.
Mira was very helpful in patiently explaining and answering my questions regarding RMD's, and account information. I appreciated her patience and service.
Ofie
Called in because I was having trouble with the website. El was very helpful in giving me information on what might be happening and offered to resolve my issues. She’s very courteous and very professional. Thank you for taking care of me.
Bill R.
Customer Service &courtesy was exceptional
Long N.
Mira answered all of my questions and referred me to more resources to help with my future self directed investments. There was minimal wait time to find and confirm the information I needed.