Josie F.
Dana Gross has been very helpful and…
Dana Gross has been very helpful and gracious throughout the transfer process.

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
Showing 558 reviews with 5 stars · Clear filters
Josie F.
Dana Gross has been very helpful and gracious throughout the transfer process.
Edwin V.
I want to take a moment to express my heartfelt gratitude for the exceptional service I received from Dana. She truly went above and beyond in addressing my needs with remarkable attentiveness, professionalism, and expertise. Her deep knowledge of her role was evident in every interaction, and she played an instrumental part in helping me navigate a challenging situation, seamlessly coordinating between institutions to transition everything into Horizon Trust. Dana’s dedication and ability to provide such outstanding service are a testament to why this institution is held in such high regard. Her unwavering commitment to customer happiness and satisfaction deserves the highest recognition. Honestly, there should be an award of excellence for people like her, she has more than earned it. With representatives like Dana, it’s no surprise that Horizon Trust continues to thrive, placing the happiness and gratitude of its customers at the core of its success. Thank you, Dana, for everything you’ve done. Your efforts made all the difference !
Joe
There's customer service, and then there's CUSTOMER SERVICE!! You know the difference between the two by how your representative conducts themselves...professionally, concisely and with CARE! When they care about taking care of you, that's when you know you have a great person. Dana is a rockstar and made everything smooth and easy! She was even able to translate communication with another entity we had on the phone! ;) Can't beat that!!
Riley
Absolutely amazing experience. We had a problem with our other bank, transferring money over to Horizon, but they stuck with it and got everything done in a timely manner.
Customer
It was a great experience working with Mercie Davis. She was very polite and explaining everything very well. Making this decision more comfortable and easy. I would recommend this to my friends who want to protect their investments.
Kim
Samantha was absolutely amazing. He was prompt, had wonderful customer service, and she was able to connect with my previous investor and get all required documents prepared for my transfer of funds.
michael J.
Bree was very knowledgeable and friendly on the phone.
Linda L.
I needed assistance with completing some forms and information on sending a wire transfer. Taddie walked me through all of the forms and assisted me with the wire transfer information. Thank you again Taddie for everything! You’re an exceptional customer service rep. and a great asset to your company.