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.
Also known as
horizontrust.com
Website
horizontrust.com
Category
Investments & Wealth
Location
Albuquerque, New Mexico
Listed on Five Star Index
2026
About these reviews
Replies
The company replied to 9% of reviews.
Latest
Most recent review: October 2026.
Edits
Reviews are shown as their authors wrote them. The company can reply, but cannot edit them.
Score
This company cannot pay to remove reviews or change its score.
Horizon Trust was very helpful (esp Mercie) in rolling over my Roth Ira for my entire family’s accounts! Made it seamless and painless! TY!
PB
Response from Horizon TrustJun 12, 2023
Many thanks for the 5-star rating. If there’s anything we can do for your process, please let us know!
NG
Nedra G.
Kelsea, Skylar and Alex - Great to work with
I have been working with Kelsea Grines set up my new account, and she has been extremely great to work with.
I've talked with Skylar in customer service, and also Alex. Both were very patient with this newby.
So far, my experience with Horizon has been exceptional. :)
Response from Horizon TrustJun 12, 2023
Thank you so much for taking the time to leave us a 5-star review and highlighting our team members by name. We agree, they are all fantastic!
RS
Ronald S.
Jessika Soto was extremely helpful and…
Jessika Soto was extremely helpful and responsive, communicated well, and was very patient and explained everything to me in detail.
Response from Horizon TrustJun 12, 2023
Thanks so much for taking the time to leave us a 5-star rating – it’s much appreciated!
RC
Rohit C.
A Stellar Experience with Celeste at Horizon Trust
As someone who values high-quality customer service, I feel compelled to write this testimonial for Celeste at Horizon Trust. Without a doubt, she is an exemplary employee who elevates the standard for client service in the financial industry.
From my very first interaction, Celeste demonstrated an unrivaled enthusiasm and dedication to her work. She guided me through the process of setting up my IRA trading account, making what could have been a complicated process feel remarkably seamless. It was clear from the outset that Celeste possesses extensive knowledge and proficiency in her field, which she shared generously to ensure I felt comfortable and confident with every step of the setup process.
Celeste's commitment to prompt service was truly noteworthy. Regardless of the inquiry or challenge I brought forth, she was always on top of things, providing timely and effective resolutions. I never felt overlooked or set aside, but instead, I felt like a top priority, which in today’s fast-paced world, is an extraordinary accomplishment.
Beyond her professional skills and abilities, it was Celeste's warm and engaging personality that truly set her apart. Her help was not just transactional but genuinely caring, making my experience with Horizon Trust enjoyable and stress-free. It is evident that she takes immense pride in her work and prioritizes client satisfaction above all else.
In conclusion, I cannot recommend Celeste highly enough. Horizon Trust truly needs more people like her; individuals who understand that exceptional customer service is the heart of a successful business. Her contribution has not only made me a satisfied client, but a loyal one who looks forward to working with Horizon Trust, and especially Celeste, in the future. Thank you, Celeste, for an outstanding experience.
Response from Horizon TrustJun 12, 2023
We are so grateful for your kind words and extensive review. It is not everyday, that a client takes the time to leave a long thought out review. We appreciate it.
CM
Christopher M.
Jessica was very helpful in providing…
Jessica was very helpful in providing the information that I requested. She also had a very pleasant attitude.
Response from Horizon TrustJun 12, 2023
Thank you so much for the 5-star review! We are thrilled to hear that you are enjoying our service and appreciate your feedback. Keep it coming!
KM
Kim M.
Jessika Soto was very pleasant
Jessika Soto was very pleasant, professional and thorough.
Response from Horizon TrustJun 12, 2023
Thank you for your kind words and for supporting Jessika's stellar service.
JC
Jay C.
Celeste was excellent
Celeste was excellent! She helped me solve a complex situation and gave me excellent guidance.
I highly recommend her.