JC
Ms Dana has been nothing short of…
Ms Dana has been nothing short of professional, diligent, courteous and knowledgeable. We continue in contact to complete my funds transfer. Very appreciative of her attention to my account.

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
JC
Ms Dana has been nothing short of professional, diligent, courteous and knowledgeable. We continue in contact to complete my funds transfer. Very appreciative of her attention to my account.
Glen S.
The customer service rep was great on the phone and very helpful. She answered all my questions and gave me the info I needed.
Jaime C.
My experience dealing with Dana Gross from the Transfer Department was excellent, she truly cared about what I needed to resolve at Horizon. She went out of her way to even assist me with questions and concerns I had about services handled by a different department and put me in touch with the right staff who can help me going forward. Throughout our interaction she projected a real interest in helping resolve my concerns of dealing with Horizon, I felt heard and by the time we finished our long conversation I had a very positive feeling mainly because of how proud she is about the services she provides and about her job at Horizon Trust.
David
The agent who was helping me took the time and was very patient, as I had many questions and didn't exactly know where I was going. She listened and helped me figure it out. She emailed the docs I needed and took care of everything. Absolutely wonderful. Thank you so much
Steve B.
Working with Claudia at Horizon Trust has been an excellent experience. Her knowledge, professionalism, and outstanding customer service truly stands out. She is always available to answer questions, provide guidance, and make the process as smooth as possible when comes to our investments and accounts. Claudia provides excellent information and guidance during the bi-weekly zoom calls. I highly recommend Horizon Trust and Claudia for her expertise and exceptional support, thank you!
Lyndon W.
My request was handled in a courteous and patient manner. I was able to get everything done quickly and I wish I would have asked for her name again. As always, polite and professional manner.
Response from Horizon TrustSep 2, 2026
Thank you for the kind review! We’re so glad our team was able to make the process quick and easy while providing the courteous and professional service you deserve. We truly appreciate your continued trust in Horizon Trust!
Kent
Very nice. Mira was able to help me with my issue. Thank you.
Response from Horizon TrustSep 2, 2026
Thank you for the great review! We’re glad Mira was able to quickly help you with your issue. We’ll be sure to share your kind words with her. Thank you for choosing Horizon Trust!
Caballero G.
Great experience working with you thank you
Response from Horizon TrustSep 2, 2026
Thank you so much! We’re glad you had a great experience with our team and truly appreciate you choosing Horizon Trust. We look forward to continuing to work with you!