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Horizon Trust - Albuquerque, NM
- 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 |
We have been working on transferring funds from Vanguard to Horizon for almost 2 months. It was so ridicules on Vanguards end because they would not send the funds to Horizon Trust! Dana kept up with us, and Vanguard every step of the way. She would make sure to follow up with us even after Horizon stood on hold for hours with Vanguard with zero success. We wanted to just give up on this process, but with Dana's guidance and perseverance we got it done. It's almost shameful that Vanguard makes this so difficult at times, bu... read more
I worked with Celeste today. She is the best. I can't say enough about how helpful... I was a bit stressed when we first talked and within a couple of minutes I was not. She patiently walked me thru my concerns while teaching me. Knowledge is everything.
Cheyenne L from the Operations Department was very helpful and very quick to get me an email with the info I needed.
Dana was extremely helpful, quick to answer questions and very knowledgeable in her field. She was great at guiding me through the transfer process!
Over the past few weeks, I have worked with Mercie Davis. She is very proactive and responds quickly to all my questions. We even encountered an issue with my roll over and Mercie took charge and made sure we connected with the other company to fix immediately. Mercie is very responsive, professional, patient and explained every step. She was a pleasure to work with.
Today I had the pleasure of working with Celeste Perez. She helped me through a technical issue and resolved my problem quickly and thoroughly. She's an ideal representative for your company; Professional and Pleasant. DY
Alicea Royal from Horizon is very accomodating and took time to answer any clarifications I needed. She is very knowledgeable as well. She made me feel that Horizon Trust will back me up to help and guide me every step of the way.
This was a new experience for me and Alicea Royal from Horizon made it so easy I thought I did something wrong. She was patient and thorough with walking me through the information and ensuring I understood everything. I am very impressed with my interaction with her and the ease of transitioning a rollover from my previous employer. Looking forward to our continued relationship.
Horizon Trust provided a complimentary phone charger, but no instructional literature was provided. I communicated with the operations group, and after several attempts I was provided the link to the instructional video.
Frequently asked questions about Horizon Trust
How is Horizon Trust rated?
Horizon Trust has a 4.8 star rating with 411 reviews.
When is Horizon Trust open?
Horizon Trust is closed now. It will open on Tuesday at 7:00 a.m.
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