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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 |
Rubi was very helpful, efficient and friendly, an asset to Horizon Trust.
Kelsea helped me along with my account needs and enrollment process. She was helpful, cheerful, responsive and a knowledgeable asset for Horizon. Couldn't be happier with my experience so far. Thanks!
Rubi was great. She had a smile in her voice. She was able to give me instructions that I could understand. We fixed my problem easily.
I have had the pleasure of working with Kurt, Karlie and Jessika to set up various rollover accounts for the purpose of alternative investing. They have been FANTASTIC to work with each step of the way. Their knowledge is outstanding and they are very patient while answering any question about the process. Highly recommend them and their team!
Today i had a great experience with Horizon Trust's representative by the name of Alicea Royal. I presented various questions surrounding my investment account which she answered thoroughly. One required more detail research on her part. She politely placed me on a brief hold and i mean brief....she returned with the vital information i needed and offered were there anything more I needed. That's what i call superb customer service! This builds my further trust in Horizon Trust overall service. They have the best setup... read more
Kelsea was very helpful & the rollover from my ROTH to my new self directed IRA was painless. Thank you for the great service!!
I received expert help from Jessika Soto with my rollover from retirement funds to my New self directed IRA . Excellent job!!😊
Today, I spoke with Celeste. She was extremely helpful with my specific needs. I really appreciate her knowledge, attention to detail and willingness to respond to everything that I needed. It is truly a pleasure working with people like her.
Today I spoke with Cheyenne, she was professional knowledgeable and answered all my questions fully. She sent me immediate back up information and I was very pleased with the interaction. Thank you Cheyenne! Dr. Khris Crowe
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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