Svetlana A.
Great company
I like that customer service is quickly available. All people are very professional, knowledgeable and friendly. I like SDIRA concept and I like how this company is managing my account

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
Svetlana A.
I like that customer service is quickly available. All people are very professional, knowledgeable and friendly. I like SDIRA concept and I like how this company is managing my account
Scape S.
Chy was responding back to a call my partner had made into the bank. While we were on a call we conferenced her in and she was more than helpful and polite. Chy was very prompt in returning my email coming in for processing. Chy makes a great addition to any team, especially to ours when we call or email in.
Elizabeth D.
Chy is so patient, easy to talk to, and explains everything in a calm yet confident manner I have had this same experience with every customer service rep or sales rep I have dealt with at Horizon Trust. They are all just exceptional! Thank you for making things that are very complicated, seem not-so-complicated! I know I am in good hands. Thank you
Keith K.
An investor has to make many decisions quickly and need to be comfortable that they selected the best TEAM... Kelsea went further than the extra mile... She went the extra TEN miles to help get all the required paperwork done for moving forward on new investment. I had great confidence and even brought more clients because I felt very confident that new clients would want same great customer service !!!
Laura
I am so happy I found Horizon Trust!! Brandi was wonderful, helpful and communicated well while setting up my SDIRA! Cheyenne was great to talk to regarding some questions I had about investing. Very smart and friendly people working at HT!! Thank you!
Dave S.
Spoke with Jessica Smith and she helped me to figure out the easiest way to solve my question by using the Fee Payment Authorization Form. She was very professional and was a pleasure to speak with.
Christine
I have been with Horizon Trust (HTC) for about 3 years and just had the pleasure to seek guidance from Julie Hardwick in Customer Service. I called with a question about a 'disregarded entity', which probably isn't a common question for her department, and she took the time to find the answer for me. She also went above and beyond by taking the initiative to review whether I filed my annual FMV form ( Fair Market Value) and 5500 IRS form. Then she reviewed the HTC website with me so that I was comfortable finding the necessary forms. In addition to being professional and knowledgeable, she was so patient and kind. She took her time, and made sure that I understood all of the subjects that we discussed. This is what good relationships is all about. What an asset Julie is to HTC.... Thanks
Patricia
Today I had the pleasure of working with Maurice. He was not just professional and courteous, he was personable. So grateful Horizon Trust has a standard of excellence - their team is a true powerhouse!