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Horizon Trust
- Investment Service
- Albuquerque, NM
About this business
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.
Location details
6301 Indian School Rd NE Suite 810, Ste 614, Albuquerque, NM, 87110, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 7:00 a.m. to 4:00 p.m. | |
| Tue | 7:00 a.m. to 4:00 p.m. | |
| Wed | 7:00 a.m. to 4:00 p.m. | |
| Thu | 7:00 a.m. to 4:00 p.m. | |
| Fri | 7:00 a.m. to 2:30 p.m. | |
| Sat | Closed | |
| Sun | Closed |
My husband, Brady McConaty, and I want to commend OUTSTANDING customer service by two individuals in your Las Vegas office. Shaun Holt, Operations Coordinator, and Julie Hardwick, Chief Operating Officer, consistently go out of their way to help us. They are patient, knowledgeable and helpful in every way. By the nature of Solo Ks, there are many dos and don'ts associated. They have helped us to navigate these complicated waters, and we are so very appreciative of their support. Thank you for the great service by these two ... read more
Great customer service....
I have been with Horizon Trust for about 8 months. I am very new to self-directed accounts and everyone that I have had the pleasure of working with has been extremely helpful. Kelsea has been the main person that has walked me through setting up my account since day 1. She has the patience of a saint and I appreciate her. I am confident my funds are safe with Horizon and would recommend them to anyone.
I have been with Horizon Trust for about 8 months. I am very new to self-directed accounts and everyone that I have had the pleasure of working with has been extremely helpful. Kelsea has been the main person that has walked me through setting up my account since day 1. She has the patience of a saint and I appreciate her. I am confident my funds are safe with Horizon and would recommend them to anyone.
Alicea was awesome! She’s knowledgeable, patient and resourceful. She patiently listened, provided information and reviewed any alternative options available, & helped in resolving my concerns. She is a great asset to Horizon and I’m grateful for all her help
Ruby's help as well as follow-up was exceptional. She was friendly and actually took the time to personally call me with answers. She is a great asset to the team and I would highly recommend Horizon Trust especially because of her! Old school customer service
Ruby made me feel very comfortable with filling out my Ach Contribution form. She was knowledgeable and very attentive my needs. Also patient. Ruby deserve six STARS!!!
Skylar was very helpful! She was courteous and very knowledgeable. She answered the phone and was able to answer my question. I didnt have to wait on hold or be transferred 7 times! I appreciated that!
I wanted to make what I thought was a very unusual transaction, but Skylar took it in stride and got me what I needed to get started in less than 5 minutes. Bravo!
Frequently asked questions about Horizon Trust
How is Horizon Trust rated?
Horizon Trust has a 4.8 star rating with 518 reviews.
When is Horizon Trust open?
Horizon Trust is closed now. It will open at 7:00 a.m.
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