Marilena G.
Seamless and Professional
The call and process was seamless, quick, and easy. Tatyana was professional and knowledgeable.

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
572 approved reviews, newest moderated first
Marilena G.
The call and process was seamless, quick, and easy. Tatyana was professional and knowledgeable.
David E.
Amber N. and Danny F. were absolutely amazing from the Horizon Trust team! They moved quickly and made sure to keep me updated throughout the entire process with multiple calls and emails. I'm very thankful I had them to assist on a complex investment and they made it happen!
Keith N.
When a company earns their stripes via professionalism,honesty and shows true concern for their clients a healthy and honest review is well deserved . I was first introduced to Brandi as my start up represenative and had to the pleasure to speak with a few others within the company and all have always held my requests and concerns with high regard. One other person that I came to know and is a true standout is Julie H. , Horizon should be proud to have her on their team as she is truly inestimable. I will always recommend Horizon.
STORMY
Ben was amazing! He helped me with paperwork to make a distribution as the guardian of my son's accounts, with the history of both of our accounts and more! He was incredibly patient with helping me understand the entire process. My original intent was to close my son's account and instead I am not only keeping my son's account open I am opening new accounts for myself strictly due to the excellent customer service I received from Ben. He was truly wonderful. I have just had a terrible and extremely expensive time attempting to remove funds from Equity Trust and still a couple weeks later still do not have the funds! Not to mention they closed my accounts with high fees, penalties and more! I will be telling everyone about my experience with Ben ~ he has renewed my faith in self directed Roth IRA accounts! Thank you so much, Ben ~ you should be in charge of customer service for and teach other companies how it should be done; however, please don't leave ~ we need you! Thank you again for all the help.
JEN
Dana helped with a smooth transition of funding and communicated quickly and clearly. Highly recommend!
Ertin
Mercie Davies has been very helpful during the entire process of the transfer. She is very patient and understanding. It makes the entire process very comfortable and not stressful. Thank you, Mercie!
Moses
Dana was easy to speak with and very professional. She had knowledge of all that was expected and everything went smooth
L M.
They are consistently helpful; wait times are always short. The people are knowledgeable and always answer my questions right the first time (unlike most banks and insurnance companies...). I can either downloand forms or docusign them and processing times are reasonable (compared to certain crypto exchanges in particular...)