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
Kate M.
Tatyana was wonderful in assisting me in getting money rolled over and helping to fill out my investment direction.
Response from Horizon TrustSep 2, 2026
Thank you for the great review! We’re so glad Tatyana was able to make your rollover and investment direction process easier and guide you along the way. We’ll be sure to share your kind words with her. Thank you for choosing Horizon Trust!
Evelyn S.
Meira, was helpful and answered all my questions. The phone line was static but we were both patient. We are in the process now…to be completed sooner than expected!
Response from Horizon TrustSep 2, 2026
Thank you for the great feedback! We’re so glad Meira was able to answer all your questions and keep everything moving forward, despite the phone connection! We appreciate your patience and are happy to hear the process is moving along even sooner than expected. Thank you for choosing Horizon Trust!
William R.
I spoke with Mira on the phone today in reference to my password and username being reset. After she verified my identity, she immediately took care of my problem. Mira was very professional and waited on the phone until I was actually logged into my account. Thank you Mira
Response from Horizon TrustSep 2, 2026
Thank you for the wonderful review! We’re so glad Mira was able to quickly resolve your login issue and stay with you until you were successfully back into your account. That extra level of care and follow-through is exactly what we strive for. We’ll be sure to share your kind words with her!
Brad
Mira was patient, helpful and stayed on the line to ensure that I got a successful outcome. I appreciate the service levels at Horizon Trust. They answer the phone and give answers that truly help.
Response from Horizon TrustSep 2, 2026
Thank you for the wonderful review! We’re so glad Mira’s patience and follow-through helped you get the outcome you needed. Being available, providing clear answers, and truly helping our clients is exactly the level of service we strive for. We’ll be sure to share your kind words with Mira!
Michelle H.
Myra was very helpful. I had a lot of questions. She gave me the info I needed. She was polite and friendly.
Response from Horizon TrustSep 2, 2026
Thank you for the great review! We’re so glad Myra took the time to answer all your questions and get you the information you needed. We’ll be sure to share your kind words with her. Thank you for choosing Horizon Trust!
Antonette D.
Ms Dana was very professional and able to answer all my questions in a way that was easy to understand.
Response from Horizon TrustSep 2, 2026
Thank you for the great review! We’re so glad Dana was able to answer all your questions clearly and make everything easy to understand. We’ll be sure to share your kind words with her. Thank you for choosing Horizon Trust!
Terry B.
My experience with Mira today was exceptional. She was pleasant, patient and very helpful. She never expressed any frustration as she walked me through the process of completing the Bill Pay Request Form. This was my first time completing the form and her expertise made it a positive experience. Thank you!
Response from Horizon TrustSep 2, 2026
Thank you for the wonderful review! We’re so glad Mira was able to patiently walk you through the Bill Pay Request Form and make your first experience completing it a positive one. We’ll be sure to share your kind words with her. Thank you for trusting Horizon Trust!
shashank K.
I had a complex situation with Horizon Trust and initially felt a bit frustrated as my inquiries took some time to get a response. Once Mira stepped in, though, she completely turned things around. She took the initiative to get on a call with me and efficiently sorted out the entire issue. I really want to express my appreciation for Mira, her dedication and prompt help in resolving this complex situation were outstanding. Thank you, Mira!
Response from Horizon TrustSep 2, 2026
Thank you for sharing your experience with us. We’re sorry the initial response took longer than it should have, but we’re so glad Mira stepped in and was able to turn the experience around. Her initiative, follow-through, and commitment to finding a resolution are exactly what we want our clients to experience. We’ll be sure to share your recognition with her. Thank you for your patience and for giving us the opportunity to make things right!