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
David W.
I am a new customer with Horizon Trust. Do far I have worked with Dana G. and Mercie D. with a rollover IRA. They know what their responsibilities are and have been very professional in their interaction with me and with Voya.
Phillip
I've just begun my journey with Horizon but so far I am very impressed with the service and knowledge I have received from Mercie! I will continue to add to my review as things progress.
Steve F.
Very helpful and resolved my questions quickly.
Valonia H.
Mercie D. is attentive, consistent, and reliable. She can be counted on to go the extra mile. 10/10
Geoff
Jessika provided excellent service and walked me through the transfer process. Assisting on the phone with the previous custodian was a huge help and allowed for a much smoother transition
Phyllis H.
I would like to personally thank Ms Cheyenne (Chy) L. she has always been super friendly, polite and more than willing to assist me. She is very professional and takes pride in doing her job. It is a pleasure to speak with her. Pleasant every time I speak with her.
Efren D.
Always so professional and friendly. Results matter! Thank you
Fredrick B.
Cheyenne was patient and attentive my inquiry. She quickly provided me with my account concerns. She even had a specific representative call me to further address my additional questions specific to another option available to me.GREAT!