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
CiCi
As an account holder, a person picked up on the second ring and helped me while I filled out a specific form. She stayed on the phone until I had submitted and she could confirm that they received said form. High level of customer service which I appreciate!
Jackie
I called Horizon Trust today to ask about moving some money into my LLC bank account. Mira answered my call and was very helpful and patient with me during the process. She emailed me the document I needed and confirmed she received it after I filled it out. I appreciate her patience and help today. THANK YOU!! :)
John B.
Dana Gross was very knowledgeable on the Solo K process. She answered all of the questions that my wife and I had and was instrumental in correcting an error with our account. We very grateful for Dana and her willingness to go above and beyond.
Ted
Mira was very helpful. I wish the phone connection was better though.
Esther L.
Despite the poor connection, Samantha was patient, knowledgeable and gave specific instructions as to what to do, where to review, and the options available to manage my account.
Alexis R.
Mira was super helpful!
Patrick C.
Simple, effective and clearly communicated. Appreciate the service.
Rich D.
Mercy was extremely helpful with my service needs today.