Joy S.
My experience with Horizon Trust was helpful!
My experience with Horizon Trust was very helpful by walking me through the whole process. The person was very courteous, friendly, and knowledgeable.

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
Joy S.
My experience with Horizon Trust was very helpful by walking me through the whole process. The person was very courteous, friendly, and knowledgeable.
Robert Holland ..
I received the phone call at the time set for the appointment and even though it took an hour before somebody on the other end of the other retirement company that we were working with to answer the phone she stayed on the line to make sure that everything was done and was done properly. Everything was explained So that I understood what was Going on and the steps that it would take to finally get my Investment invested. Thank you for your patience and for taking the time to make sure I had a understanding of everything.
Cosmin G.
Very easy going, it was a pleasure working with them, especially Alicia.
Deborah A.
Quick and simple. That's nice to experience! Hasn't always been that way!
Karla C.
I received quick and fast service when I needed it most. Horizon Trust and it's team are the best!
LAARNI B.
I highly recommend speaking with Taddie who's very knowledgeable and helpful. I'm very satisfied and grateful with the service he provides. He gets back to my calls promptly and makes sure I end the call with comfort by ensuring all my questions have been answered.
Dale S.
I had an investment opportunity that I needed to execute immediately or the opportunity would be gone. When I first called Horizon Trust Company and talked to Taddie, she told me that they were overwhelmed with documents to review for the day and likely would not be able to complete my transaction today. I explained to Taddie that this was urgent. She said she would try. About 15 minutes later I got a call back from Taddie to confirm my transaction! She made it happen! I have used Horizon Trust Company for several years for my self directed IRA - they are the Best!
Heather P.
Just completed my first transaction with my trust advisor Amber Neubig and her processing team partner Christina Diaz. Both handled everything promptly and professionally. I look forward to working on more projects with them and Horizon Trust.