Casey D.
Posted
GreatI customer service
I had some “housekeeping” questions regarding my account. Julie Hardwick helped me and was very kind and patient. She was quick to resolve the issues.

Excellent
572 reviews
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 Consumer Courier, with an average rating of 4.9 out of 5.
Showing 558 reviews with 5 stars · Clear filters
Casey D.
Posted
I had some “housekeeping” questions regarding my account. Julie Hardwick helped me and was very kind and patient. She was quick to resolve the issues.
CeCe S.
Posted
Danny Fonseca assisted me and he is absolutely the best! I was confused about next steps for making a transfer but he swooped in and saved the day. He answered all my questions, took the reins and made the process smooth. He gave me his email and followed up with me, provided statuses to make sure everything was setup and complete. As a newbie having someone to hold my hand and explain the process thoroughly gave me comfort that I am working with professionals who can support me and my business endeavors.
J L.
Posted
Mercie Davis was awesome, making my first experience with funding transfer a breeze!
Mike K.
Posted
I had some pre conceived notions that this would be a long process. I was on with my previous company and was on for an hour and 15 minutes only them to tell me that they could not help me. Tatyana knew all the answers to the questions that were presented and the call took no time at all!
Jeremy S.
Posted
Samantha Lugo has been exceptional to work with. Very knowledgable but most of all patient with incompetent customers...Lol thank you for your help!
Andy P.
Posted
I had an emergency prior to the Labor Day holiday; my tenants water was turned off and the State would not turn the water back on prior to receiving funds. Horizon understood the severity of the situation and worked with me to ensure the funds were received the following day. Everyone was very understanding and my Tenants water was turned on prior to the Holiday weekend. Fantastic customer service.
Paul Z Barnett J.
Posted
The costumer service was avaliable, helpful and supportive from start to finish. Or shall I just say only from the Start, since i don’t think I will be ever leaving for their to be a finish. Dana was kind, and her staff were informative and knowledgeable. Thank you all.
Bob
Posted
Dana was very thorough, succinct, and accurate in her communications with me and the other IRA firms. Excellent guidance provided.