This was my first direction of investment. Taddie was super helpful and provided step-by-step information to assist me in filling out the proper form. She stayed on the phone line and guided me, even... Voir plus
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Lisez les avis des autres
I am new to Horizon Trust and navigating can be a little challenging. Every time that I have called in for guidance the staff has been very patient and professional. I just wanted to say "Thank You" M... Voir plus
Mira assisted me in opening my client portal. She was very pleasant in her tone and manner. She remained with me throughout the process and insured that I was able to access my account and the accoun... Voir plus
Niki was extremely helpful and able to handle all my questions without delay and sent me the exact forms I needed to execute my investment today. I'm grateful that Horizon Trust employees the best fo... Voir plus
À propos de l'entreprise
Écrit par l'entreprise
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.
Coordonnées de contact
6301 Indian School Road Northeast, 87110, Albuquerque, Etats-Unis
- (888) 205-6036
- operations@horizontrust.com
- horizontrust.com
Niki took the extra time to walk me…
Niki took the extra time to walk me through filling out my form and when we hit a snag, she went out of her way to make sure we were able to make it work! She did a fantastic job and was extremely patient with me. Just a great job! Thanks Niki!!!
Great Guided Assistance
This was my first direction of investment. Taddie was super helpful and provided step-by-step information to assist me in filling out the proper form. She stayed on the phone line and guided me, even after we lost connection, she called back and stayed the course. Great customer service! Very much appreciated.
One easy phone call…
One easy phone call with the rep was all it took to transfer my account. Looking forward to the control and opportunities offered in a self-directed option.
I am new to Horizon Trust and…
I am new to Horizon Trust and navigating can be a little challenging. Every time that I have called in for guidance the staff has been very patient and professional. I just wanted to say "Thank You" Mira for your help this morning.
Professional
The operator I spoke with was very courteous and professional. She was knowledgeable and had answers to all my questions. She set me up with another appointment my request.
The Horizon Trust team is very helpful…
The Horizon Trust team is very helpful and knowledgeable. Thanks, team!
Mira was a God Sent to me..She helped…
Mira was a God Sent to me..She helped me out with all my concerns and even patiently waited for me to update my account ..Thank You Again.
Amber Neubig was a great communicator…
Amber Neubig was a great communicator and very responsive with my account transfer which made it an easy process!
Mira informed me that payment was not…
Mira informed me that payment was not yet due and that Horizon would send an email to with a notification of due date.
I want to tell Mira a big thank you for…
I want to tell Mira a big thank you for patiently explaining the process of transferring my funds back to Horizon Trust and to submit another Direction of Investment for further investment.
Mira was absolutely fantastic
Mira was absolutely fantastic. She was very patient and helped me understand and helped me fill out the Authorization to take Action Form. Thank You so much Mira!!
Great experience as always
Great experience as always. Thanks for the help.
Mira assisted me in opening my client…
Mira assisted me in opening my client portal. She was very pleasant in her tone and manner. She remained with me throughout the process and insured that I was able to access my account and the account dashboard. I am very please with her assistance.
Mira was very helpful in answering my…
Mira was very helpful in answering my questions.
Mira was excellent
Mira was excellent. Very patient and walked me through with filling out form.
Niki was extremely helpful and able to…
Niki was extremely helpful and able to handle all my questions without delay and sent me the exact forms I needed to execute my investment today. I'm grateful that Horizon Trust employees the best for their customers.
Mira was delightful
Mira was delightful, patient. and prepared. Thank you very much.
So patient and helpful
Every time I have called, the representatives have been so patient and helpful in walking me through whatever issues or questions I have as a new investor.
My experience so far as been amazing
My experience so far as been amazing. I have worked with Brandi to set up my 401k account then with Mercie to transfer my accounts from other companies into my new 401k account.
Mira was very helpful and was able to…
Mira was very helpful and was able to get me to my account information.
Se stayed on the phone until we verified that I was able to access my account information
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