Lila Doga D.
I had a great experience with Tatyana…
I had a great experience with Tatyana Fox today. My transfer of funds went very smoothly and she made it easy to get it done quick. Thank you Tatyana.

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
572 approved reviews, newest moderated first
Lila Doga D.
I had a great experience with Tatyana Fox today. My transfer of funds went very smoothly and she made it easy to get it done quick. Thank you Tatyana.
Pamela F.
Jessika was very helpful in transferring our rollover by answering all our questions and handling the transaction. Very friendly and efficient.
Marie Chantale S.
Jessika Soto was amazing. Really friendly and attentive to my needs. I highly recommend her :))
DR JOHN J P.
Jessika Soto was very patient and knowledgeable concerning all the regulations and forms required for our transfer. She made us comfortable with our decision and made the process go smoothly. I am glad we had such a professional to work with!
Michael S.
Jessika was very helpful, kind and professional! Ideal representation for gaining trust!
G. J.
I have been using Horizon Trust for a couple of years now and am very happy. Everything is available online including submitting forms which streamlines getting money in and out of accounts. Everyone at Horizon Trust have been friendly, professional and helpful. Julie Hardwick has been with me from the first account I opened. She has always responded to me quickly to help guide me through all of the different processes. Recently I was moving a large amount of money into one of my existing accounts under a tight timeline. With Julie's help, they got all of my forms reviewed/approved and the money moved to my investment quickly.
Jeffrey
I called to get assistance on how to pay off my loans in my 401K. The help that I got was fast, efficient and professional. She answered all my questions, helped me complete the forms and told me all the steps necessary to successfully achieve my goal. It was one of the best experiences that I've had. . .ever!
James K.
We are long term customers Julie dug in and resolved an issue successfully. Her responsiveness and follow up makes a big difference. Thanks Horizon Team James K Wisconsin