Anita
Samantha was wonderful
Samantha was wonderful, friendly, and held my hand through the whole process as I asked so I wouldn't make any mistakes since it was my first time doing this. I truly appreciated her help in it all 🥰

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

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Excellent

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Showing 558 reviews with 5 stars · Clear filters
Anita
Samantha was wonderful, friendly, and held my hand through the whole process as I asked so I wouldn't make any mistakes since it was my first time doing this. I truly appreciated her help in it all 🥰
HarrietHar
Working with Cynamon is easy, she's friendly, helpful and patient. She's great helping me through the new forms. A great employee! Harriet Del Dotto
JB B.
Excellent and Helpful customer service and wonderful advice.
City B.
Dana Gross was AWESOME! She is professional and knowledgeable of the steps and process for my transaction.
Sheryl D.
Jessika was very helpful and particularly careful about any concerns I had in rolling over to a self directed IRA. I also wanted her to know I felt she was very professional and knowledgeable too! Thank you Jessika Desota!
Dale E.
Jessica reached out concerning our rollover document we submitted. She was very thorough in explaining the process and what to expect. Jessica was very helpful.
Mark
I have been with Horizon Trust for about a year now after seeing Greg on a webinar from Chris Naugle and the Money Multiplier. They have always provided premier customer service by making the process as simple and stress free as possible, while also getting everything handled in a very timely manner. Mercie and Brandi have really been a pleasure to work with and can't recommend them enough. I have always really enjoyed Greg's educational webinars recently where he brings on different guests to talk about investment opportunities.
Phil
Helpful and courteous