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
Robert
Celeste has unbelievable knowledge and patience. More importantly, she is focused on customer satisfaction as her priority. I am now under a time crunch to due to processing inefficiencies by my fund and resigning custodian. Celeste stepped up to contact them directly. If she succeeds, I will be in time to fund my next investment.
Chris F.
Celeste was more than helpful. She went beyond my initial ask and provided further resources to get me more help than I originally thought I needed!!
Herman L.
I would like to thank Marcie Davis for her wonderful assistance and her patience with me during this process of completing the necessary forms to help transfer over my funds. Great job!
Isabel G.
Jessica Smith was helpful and was able to provide me with the necessary information that I need to complete my task.
Nikki L.
Jessica was professional and easy to work with. She answered all of my questions and followed up immediately with the documentation I required. Thanks, Jessica!
Gregory Y.
Jessica Smith was very pleasant and I could hear the smile in her voice over the phone, which made me relaxed and confident that I chose the correct institution to work with. Jessica is a joy. 10 STARS.
Amanda
Horizon Trust was great to work with! I manage a title company and this was by far the best Trust Company I worked with in a long time. Quick to respond and the staff are so nice!
Christine S.
I have had a SOLO 401K with Horizon Trust for a few years, so I have had several interactions with their staff throughout the years. Jessika recently helped me with a complex transaction, which was the transfer of an asset from the Entrust Group that was held in a Self-directed IRA. The asset is a piece of property in Costa Rica that is owned by a Costa Rican corporation via shares. Jessika did not shy away from the complexity and eagerly lead the charge to transfer the asset. She was kind, considerate and listened intently. She made sure that she understood all aspects of what needed to be done. She has excellent communication skills, which facilitated the successful transfer of the asset. Jessika is an absolute delight to work with.
