Kevin
Jessica Soto was very helpful in…
Jessica Soto was very helpful in assisting me request a transfer of funds.

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
Kevin
Jessica Soto was very helpful in assisting me request a transfer of funds.
Steven A.
Jessica did a great job communicating the details of what needs to happen to get a portion of my IRA dispersed to my SoloK. She made the whole process very simple and laid out a complete plan on how to handle the various scenarios that could play out during the transfer.
Robert W.
Celeste helped me move a lot of time sensitive documents through the signature process quickly and thoroughly. Her follow-through and overall customer service was excellent! She was an absolute pleasure to deal with.
Douglas A.
I received prompt,courte ous,professional and useful help with questions about my self directed IRA
Linda J.
I had a few questions about filling out a form and Celeste walked me through every line of what was needed to be filled in on the paperwork. She answered all my questions.
Levi M.
Jessika was very helpful helping me to transfer my IRA to Horizon Trust.
Rob
Jessika was super knowledgeable and helped make the process very smooth; I would highly recommend Horizon Trust along with their competent staff members to assist with self-directed IRA needs.
SDC (Boston, M.
Jessika: was a tremendous help today in assisting me with my 401k rollover into my Horizon Trust account !! Jessika is extremely organized, very knowledgeable, patient and a JOY to work with ! I would recommend Horizon Trust to any real estate investor and would have them work with Jessika to take care of their requirements. Keep up the Awesome Work !