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
Darrell
Customer Service always answers the phone and if they do not they promptly call you back. They take as much time as necessary on each phone call and are very polite and will walk you step-by-step through the process.
Blake Z.
Whomever I was interacting with was very helpful and responsive! Great customer service experience.
Dori B.
Cheyenne (Chy) was refreshing and a pleasure to speak with. She provided answers to my questions in a professional and courteous manner, and the required documents to keep my account in compliance, were in my email before we hung up the phone call.
Steve K.
Friendly, Helpful Staff (CHY)
Pamela H.
Celeste was caring and able to comfort me in the urgency I had to complete my IRA transfer. She assured me the process would be completed in a timely fashion and indeed, within 3 business days the transaction was complete. Celeste made me feel like I was her most important client!
Gary Huether J.
Great follow up and execution especially going into a holiday and the end of the year. Horizon processed my conversion before the years end as requested. I have been a client for over 3 years and highly recommend.
Adolf
Cheyenne (Chy) L. at the Operations Department of Horizon Trust Company listened to every question I had and responded professionally and accurately to every question and request. Her customer service attitude was present throughout our interaction and afterwards. If had people like her working for me, my company would grow a lot more quickly!
Tim B.
Service was great