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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 |
Skylar was very friendly and professional with me. She addressed the reason why I called and sent me the info I needed to make the next move. I am very appreciative for her effectiveness - took time to explain what I needed to do with the forms and to call back if I need more assistance filling them out.
Lucia was great! We had a number of year-end questions on our account billing which required a review, going back through the entire year. She took time and care to explain every charge to me and resolved the issue in a timely and professional manner.
Jessika Soto was excellent with my wife’s and my accounts. This ordeal began about a year ago and due to certain situations on my end, it kept getting delayed. Jessika’s patience was instrumental on getting accounts funded. She was punctual in our appointments and combining that with her professionalism, it gives me peace of mind as there will be more transfer(s) regarding one of my accounts.
As far as I am concerned, Skylar went the extra mile to help me move assets around in an expedited manner. I am very happy with the service she provided today. Thank you TIM L
Jessika Soto in the Transfer Department was so helpful from start to finish. It was wonderful having her on the phone with me to get my 401k transferred to Self directed IRA. Great friendly service!!
Jessika was exceptional. From the moment she got on the call, you could tell she was in no rush and had a caring attitude in her voice. Throughout our call she paused when it took me a few moments to truly figure our where she was directing me and stayed on the line until the entire process was completed. . A delight to work with
Skylar was a breath of fresh air at Horizon Trust. I feel disconnected with my 10+ year investments at Horizon and Skylar was the first person who demonstrated empathy. Global Bio Labs is still a mystery and I am concerned. Skylar is a step in beginning to restore my trust in Horizon Trust.
Skylar De Armond was the Concierge Agent for Horizon Trust who helped me with my questions today via phone. She was absolutely a pleasure to speak with. I greatly appreciated her courtesy, patience, professional, and pleasant demeanor. And, Ms. De Armond answered all my questions with clarity. I left our conversation feeling great that I more clearly understood my options as a Solo 401k holder, and how I can use tools correctly and effectively for investment ventures. Thank you so much, Ms. De Armond!
Jessika Soto is fantastic! She is a true professional! Jessika took charge of a challenging transaction with my TD Account. I received multiple emails with detailed explanations of where the process was. She made sure that everything was completed. She even conferenced me in on a call with the TD customer service representative to make sure the transaction was completed. We need more Jessika's in this world! Thanks again Jessika!!
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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