Excellent
Based on 572 reviews
Horizon Trust4.9Honesty, pricing, process and quality scores appear once 5 customers have rated them.
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 Folks Told, with an average rating of 4.9 out of 5.
572 approved reviews, newest moderated first
RJ N.
The Horizon Trust (Amber) associate was very kind, courteous, professional, and prompt. She walked me through the entire application process and explained everything clearly. I enjoy my experience thus far with the company and look forward to further collaboration.
James K.
When I had questions, HTC and Mercie Davis provided me with simple, direct, and clear answers. Mercie's l willingness to help me out and send me the information I required, reduced a ton of time I'd have lost searching for my self-directed investment needs. I highly recommend interested investors consider using Horizon Trust Company because of their superior products, systems, and highly professional and affective specialists like Mercie Davis.
Sam
Mercie has a fantastic support and her response been very timely and very helpful.
Rick R.
Samantha did an awesome job getting my portal fixed. She was not only supportive but determined to correct my issue.
JWN
I want to thank you Cash Operations - Deposits, Ms. Bree T's help with account. She is extremely professional and attention to details to my account issues. She went above and beyond to do research on why my incoming fund was held up and did not deposit into my account. She helped me to resolve the issue in a timely manner. I am greatly appreciated her support and effort.
Donna H.
Jessica answered all of our questions and followed up to make sure we completed everything that was needed. Jessica was very courteous and a pleasure to work with!
Darin S.
Jessika was super friendly and helpful. She answered all my questions and I appreciated that.
Nici Ten H.
I am the nervous, overly conservative type of investor. Horizon Trust’s entire team held my virtual hand from start to finish and beyond! From answering my questions to consistent follow up to keep me engaged has been phenomenal. I would like to give a special shout out to Amber Neubig for guiding me through the process and always being available to answer my questions. I would not have made this transition without her support.
