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
Dawn S.
Jessica was knowledgeable and very experienced in today's transaction. I felt I was in good hands as she facilitated the rollover.
Response from Horizon TrustMay 31, 2022
Thanks for leaving Horizon Trust a 5-star rating, it's truly appreciated!
Victor
The Horizon Trust team is amazing! They take you step by step to make sure you understand the options and the full scope. Thank you Jessika Soto for taking care of me!
Response from Horizon TrustMay 31, 2022
It was great to hear that you enjoyed your experience with Jessika. We really appreciate your detailed review and the fact that you had a pleasant experience so far.
Richard J.
Chy was very helpful and answered the questions I had thoroughly. Thank You!!
Response from Horizon TrustMay 31, 2022
Thank you for rating and reviewing your experience with Chy!
Don A.
I thought Jessika Soto did an excellent communications job not only with me but with FutureBuilder (Cory) at The Home Depot. The conversations we had were very pleasant and very informative.
Response from Horizon TrustMay 31, 2022
We appreciate your kind words about your experience with Jessika. She truly is a pleasure to work with.
Brandon H.
Celeste is an informed ball of energy who not only was able to answer all of my questions, she also left me smiling and wanting to make things happen with my SDIRA just so I could work more with her and her team. Similar interactions with all of the team at HTC from Greg, the owner, to other team members like Mercie & Brandi.
Response from Horizon TrustMay 31, 2022
Thank you so much for your kind words. We really appreciate you taking the time out to share your experience with us — and we agree, Celeste is and informed ball or energy on our team!
Nelly
Jessika was with me every step of the way during my Solo 401K transaction. She explained things perfectly and made me feel comfortable with every question I asked. I would highly recommend Horizon Trust for any Solo 401K needs.
Ana
I am very thankful for Jessika’s help in transferring my funds. She is very knowledgeable and courteous and made everything very easy for me. I am very appreciative.
Willie S.
Jessica was very kind and professional. Great communication and attitude. A+