Horizon TrustHorizon 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
Mark S.
Very informative! I learned a lot and of course questions as well, but that is a good thing because it gives me things to think about in my situations. It was well run and the Horizon representatives were very knowledgeable! I also think that they did a great job of getting to as many questions as they could.
Roberto M.
Jessica is the best!
Richard M.
Rylan was very helpful, courteous, professional and a pleasure to speak to. It is refreshing to speak to someone of his caliber.
Kirk C.
I highly recommend Horizon Trust for the their knowledgeable representatives! I had a funding call yesterday with Jess to facilitate a transfer from an existing IRA to one at Horizon Trust. Jess was friendly and extremely helpful about answering the quesions I had relating to this transfer. She was also patient with me as I changed my mind on certain aspects of the transfer.
Fredrick
Great customer service by Claudia today at Horizon Trust. She was so professional and cordial in providing me the answers I was looking for concerning my account with them. I highly recommend them!
Tom H.
I don't find the Horizon web site as intuitively obvious as I would like. I called Julie at Horizons and she kindly and patiently walked me thru the steps required to accomplish my desired outcome. Thank you so very much. It was a pure pleasure working with you.
Mark M.
Dana , went way beyond what was expected of her. She kept in constant contact with me and answered all my questions and emails expediently. She was very knowledgeable and very professional along with a great personality and made this process easy and fun. Horizon is lucky to have her on their team. Mark Metzger
Jorge
What can l say about Horizon Trust Company? Only good things come to mind, back in December 2022 l decided to retire from AT&T after 26 years and l called Horizon Trust Company and Kelsea Gines answered the phone and she answered all my questions explaining about Self-Directed 401K. She helped me roll over my retirement account to a Self-Directed 401K and the process was fast and by January 2023 l was investing my money in different companies. Thank you so much Kelsea Gines! Jorge