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
Showing 558 reviews with 5 stars · Clear filters
Nick
I worked with Dana and Jessy to set up and fund my new account. They were both nice, patient, and knowledgeable in their areas. They explained the entire process and let me know all the next steps moving forward. It was a pleasure to work with both of them and I look forward to working with them in the future!
Dawn G.
Ben. Assisted me today. He was very professional and courteous. Took the time to ensure that I was satisfied. Have an amazing day and enjoy the weekend. Dawn G.
Tim L.
Thanks for the persistence and dedication of the team at Horizon who worked with me for over a year before I was ready to move my TSP account over with them. Mercie made the transfer simple and followed up every step of the way!
Joe S.
Spoke with Ben twice today regarding an investment opportunity that I was trying to figure out financing for. He helped me to work thru a strategy to rollover funds from another IRA custodian and from a pension cashout without triggering a taxable liability. He also helped me to complete the transfer form while being patient and resourceful.
Cynthia C.
Tatyana has been extremely helpful in getting my account set up for transfer and completing my requests. She assisted me above the scope of work expected of her and was knowledgeable about the process. She educated me along the way and made sure my questions were answered.
Malathy S.
What makes Horizon great is its employees. I had a great experience and hope to continue having many more. Especially working with Mercie Davis who showed tremendous patience, integrity, and willingness never to give up working with one of my recent issues getting my rollover from Vanguard. Keep up the great work, Mercie!!! and my praises to the rest of the team at Horizon. It is my pleasure working with Horizon. team!
Movin’ On Up Property S.
Dana Gross with Horizon Trust is very easy to speak with. She made the process go along smoothly and efficiently. She was very informative, and I felt reassured after going through the 401k rollover process with here. Thank You very much!
George and Linda T.
Ben was very helpful, friendly and knowledgeable. Got all my questions answered.