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
Larry T.
She was very helpful in dealing with an old man who is not good with computers and documents. Thank you so very much.
Response from Horizon TrustSep 2, 2026
Thank you so much for the kind review! We’re glad our team was able to provide the patience and guidance you needed to make the process easier. That’s exactly what we’re here for! We truly appreciate you choosing Horizon Trust.
jason R.
Mira was very patient and very helpful. She did an excellent job.
Response from Horizon TrustSep 2, 2026
Thank you for the great review! We’re so glad Mira provided the patience and support you needed and did an excellent job helping you. We’ll be sure to share your kind words with her. Thank you for choosing Horizon Trust!
Steve C.
"EL" was wonderful! She deserves 6 stars and a raise! El was very patient and answered all my questions. El made the transtion / rollover easy and helped reduce the confusion with all the forms and choices.
Response from Horizon TrustSep 2, 2026
Six stars for El—we love to hear it! Thank you for the wonderful review. We’re so glad she was able to make your rollover easier, answer all your questions, and take some of the confusion out of the forms and options. We’ll definitely make sure El sees this one (including the raise request!). Thank you for choosing Horizon Trust!
Vicky T.
El was super helpful and walked me through what I needed. Easy peasey!
Andrew T.
Three days ago, I called in and spoke with "EL" who was kind and very helpful. Then yesterday I called back and spoke with "EL" who remembered me and helped me complete my actions. In an age were you frequently get different customer service providers, it is nice to know that Horizon Trust remembers its clients and the employees are personable and helpful. Thanks.
Willis K.
She was very helpful and answered all my questions.
Dayna Klein S.
El is excellent. She answered my questions, assisted with researching whether funds were received, explained the timelines for processing and made me feel valued. El provides great customer service! Sincerely, Dayna Klein
Mark
Mercie has worked very hard to get all of my accounts set up and transferred. My stocks were held through LLC’s which created an initial challenge. Mercie was tenacious and worked through it. She has done a great job for me and I appreciate all of her extra efforts !!