Nikki L.
Jessica was professional and easy to…
Jessica was professional and easy to work with. She answered all of my questions and followed up immediately with the documentation I required. Thanks, Jessica!

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
Nikki L.
Jessica was professional and easy to work with. She answered all of my questions and followed up immediately with the documentation I required. Thanks, Jessica!
Gregory Y.
Jessica Smith was very pleasant and I could hear the smile in her voice over the phone, which made me relaxed and confident that I chose the correct institution to work with. Jessica is a joy. 10 STARS.
Amanda
Horizon Trust was great to work with! I manage a title company and this was by far the best Trust Company I worked with in a long time. Quick to respond and the staff are so nice!
Christine S.
I have had a SOLO 401K with Horizon Trust for a few years, so I have had several interactions with their staff throughout the years. Jessika recently helped me with a complex transaction, which was the transfer of an asset from the Entrust Group that was held in a Self-directed IRA. The asset is a piece of property in Costa Rica that is owned by a Costa Rican corporation via shares. Jessika did not shy away from the complexity and eagerly lead the charge to transfer the asset. She was kind, considerate and listened intently. She made sure that she understood all aspects of what needed to be done. She has excellent communication skills, which facilitated the successful transfer of the asset. Jessika is an absolute delight to work with.
Anand S.
Everyone I have worked with Horizon has been exceptional. They are professional, kind, quick to reply back, and simply a pleasure to work with. I highly recommend their services.
Adrienne
Jessica was great! She was patient, understanding and asked all of the right questions! She was even appropriately persistent when it was needed to get the job done! I have also had great experiences with Brandi in helping me with my unique situation. Thank you Horizon!!
Maggie M.
Jessica was helpful. I have an inate distrust of this process. I realize it is mostly because I don't understand what I am doing and why. She answered all my questions patiently and followed up as she promised she would. This worked out well for me, and for the first time I felt secure in what I had done.
Eric D.
Jessica Smith did a great job! Was very thorough and professional.