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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 |
The team at Horizon Trust made it so easy to roll my 401(k) into my new Horizon account. Brandon spent over an hour with me to explain the process of rolling over my 401(k), and what I can expect when I can start directing my own investments. Jessika was with me on the calls to my 401(k) company, taking the lead to make sure we were doing everything that was required for a smooth roll over. When we hit a challenge, she was good at coming up with solutions. Mercie was exceptional at communicating what was needed to ensure t... read more
Just had a very productive call with Samantha. She was able to answer all my questions in a very friendly and professional manner. She even followed up with an email with all the necessary details. Thank you, Samantha! Horizon Trust is the best!
The team at Horizon Trust have been great to work with and have taken so much off my plate in regards to rolling over my 401k. They have been very knowledgeable and will recommend them to anyone looking to set up a self-directed IRA, solo 401k, or ROBS 401k plan.
I spoke on the phone today with Samantha. She was very friendly, professional, and extremely helpful in processing my request. It is a pleasure to encounter customer service reps with a disposition like hers. Kudos to you Samantha. I hope Horizon rewards you appropriately.
I am very pleased with the process of transferring my Roth IRA to a SDIRA with Horizon Trust. Jessica Soto was very helpful, pleasant and patient in ensuring a smooth process in funding the transfer. She held on the line for 45 minutes until we were able to get someone on the line and guided me all the way through. I am excited to doing business with the Horizon Trust team.
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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