Horizon Trust

6301 Indian School Road Northeast, 87110, Albuquerque, United States
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5.00
Based on 20 Reviews

5

100.00%

4

0.00%

3

0.00%

2

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1

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About Horizon Trust

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.

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Heather Pich
GB

Great work! Just completed my first transaction with my trust advisor Amber Neubig and her processing team partner Christina Diaz. Both handled everything promptly and professionally. I look forward to working on more projects with them and Horizon Trust.

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Christopher Janeway
GB

Bree Tagle at Horizon is Awesome! Bree Tagle was very organized and informed about my account. And was able to answer every single question quickly. I would highly recommend working with her and Horizon Trust.

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Jorge
GB

I'm so happy to have my Self-Directed 401k with Horizon Trust Company What can l say about Horizon Trust Company? Only good things come to mind, back in December 2022 l decided to retire from AT&T after 26 years and l called Horizon Trust Company and Kelsea Gines answered the phone and she answered all my questions explaining about Self-Directed 401K. She helped me roll over my retirement account to a Self-Directed 401K and the process was fast and by January 2023 l was investing my money in different companies. Thank you so much Kelsea Gines! Jorge

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Billy Vass
GB

Mercie was a breath of fresh air Mercie was a breath of fresh air. She was very friendly and guided us through the process and everything went without any issues. I enjoyed working with her very much.

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Ron Duska
GB

Jessika is one of the best customer… Jessika is one of the best customer service representatives I have ever had work with me. She called me right away, helped navigate two rollover transfers with the other financial institutions on the line. She asked perfect questions to the financial groups to navigate the rollover, and detailed to me a plan for follow through. She is thoroughly responsive, professional, and pleasant to work with. It cannot be done any better. Than you!

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