John N.
Dana and the team at HTC were awesome…
Dana and the team at HTC were awesome to work with. I highly recommend!

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

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Excellent

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Investments & Wealth · Santa Fe, New Mexico
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Showing 558 reviews with 5 stars · Clear filters
John N.
Dana and the team at HTC were awesome to work with. I highly recommend!
Danielle
Samantha has been great to work with. Thank you.
Andy G.
Samantha Lugo is amazing doing a great job deserves a raise and she will answer any question you have no matter how many questions you ask and she will explain things in details truly great
Bigblock
Dana from the Horizon Trust transfer dept. proved to be extremely helpful. She assisted me by emailing the proper forms to me in order to execute my transaction. This is not her regular task, as she was filling in for staff who were at lunch. Her patience and professionalism are exemplary, and it was a pleasure verbally interfacing with her. Kudos to Dana Gross!
Josh W.
Dana was great and thorough she answered all my questions and the process went very smooth.
Richard
Smooth problem free and no hassle - thanks
Bill G.
Very helpfuil
Angela B.
Dana was so easy to talk to and went above and beyond to help me figure out how to get my funds transferred. She pleasantly worked with multiple parties and continuously followed up to meet my goals and make things as easy as possible for me while on vacation. Highly recommend working with her and the team.