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
572 approved reviews, newest moderated first
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 !!
Matt K.
Mira went out of her way to help me complete my transaction today. She helped me locate and find the information needed to complete my funding for my SDIRA.
Marie
Mira was very courteous and patient and corrected the problem efficiently and made sure that my issue was resolved immediately! I appreciated her pleasant demeanor and expediency!
Katherine M.
Informative, courteous, generally helpful
Delsean L.
Maurice was very patient with me and answered all of my questions thoroughly. He was pleasant to speak with, and very helpful. He was proactive in trying to get my issue situated correctly with a white glove service. I would be perfectly happy to work with him the next time I call in for assistance.