Mira was awesome very patient and very helpful. She did an excellent job.
Mira was very patient and very helpful. She did an excellent job.
About Horizon Trust
Data updated- Website
- horizontrust.com
- Category
- Money & Insurance
- Location
- United States
- Status
- Unclaimed
- Last 12 months
- 112 reviews
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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.
Written by the business, not verified by us.Is Horizon Trust legit?
Horizon Trust (horizontrust.com) has a 5.0 out of 5 rating on OK.one, based on 112 user reviews collected here. It is listed under Money & Insurance and its reputation is excellent. Praise is nearly unanimous, with 99% rating it 4 stars or higher; Reviews mostly discuss Customer service, User experience. Last updated 2026-08-28.
What reviewers say
AI generatedReviewers overwhelmingly had a great experience with this company. Customers frequently praise the staff for being exceptionally helpful, patient, and knowledgeable during every single interaction, making the entire process reassuring. Consumers note that customer service representatives provide prompt guidance, clear explanations, and efficient support when setting up retirement accounts. People appreciate the smooth user experience, noting that account setup, online access restoration, and financial transfers are handled quickly and professionally. Reviewers emphasize that representatives are always willing to go the extra mile to answer questions and resolve any technical issues completely. Individuals highlight the outstanding dedication of the team, ensuring everyone feels fully supported from start to finish.
Auto-generated from all reviews of this business. For reference only.What people say
She was very helpful in dealing with an account transfer to Horizon
She was very helpful in dealing with an old man who is not good with computers and documents. Thank you so very much.
El was super helpful and walked me…
El was super helpful and walked me through what I needed. Easy peasey!
"EL" was wonderful
"EL" was wonderful! She deserves 6 stars and a raise! El was very patient and answered all my questions. El made the transtion / rollover easy and helped reduce the confusion with all the forms and choices.
You Remembered Me!
Three days ago, I called in and spoke with "EL" who was kind and very helpful. Then yesterday I called back and spoke with "EL" who remembered me and helped me complete my actions. In an age were you frequently get different customer service providers, it is nice to know that Horizon Trust remembers its clients and the employees are personable and helpful. Thanks.
El is excellent
El is excellent. She answered my questions, assisted with researching whether funds were received, explained the timelines for processing and made me feel valued. El provides great customer service! Sincerely, Dayna Klein
She was very helpful and answered all…
She was very helpful and answered all my questions.
Mercie has worked very hard to get all…
Mercie has worked very hard to get all of my accounts set up and transferred. My stocks were held through LLC’s which created an initial challenge. Mercie was tenacious and worked through it. She has done a great job for me and I appreciate all of her extra efforts !!
Mira went out of her way to help me…
Mira went out of her way to help me complete my transaction today. She helped me locate and find the information needed to complete my funding for my SDIRA.
Mira was very courteous and patient and…
Mira was very courteous and patient and corrected the problem efficiently and made sure that my issue was resolved immediately! I appreciated her pleasant demeanor and expediency!
Maurice was very patient with me and…
Maurice was very patient with me and answered all of my questions thoroughly. He was pleasant to speak with, and very helpful. He was proactive in trying to get my issue situated correctly with a white glove service. I would be perfectly happy to work with him the next time I call in for assistance.
Informative
Informative, courteous, generally helpful
Issues logging into my account
I was having issues logging into my account despite an email with instructions. Mira called me during my work hours but I was unable to use my work computer and she offered to call me back after I got home to work on my login problem. She called me back right when she said she would and had me up and running to view my account. Thank you for helping me with what was such an easy fix.
El demonstrated exceptional hosting!
El demonstrated exceptional hosting capabilities and possessed a substantial knowledge base. She exhibited exemplary customer service skills and effectively guided me through the necessary procedures for the required transactions. Her expertise and willingness to assist were greatly appreciated.
Highly efficient
Highly efficient. Complete knowledge. Wonderful personality of associate.
Mira did a great job answering my…
Mira did a great job answering my questions and helping me through the deposit process with great service.
I called in today for help with my investment account
I called in today for help with my account and Mira helped me out. She was thorough and very helpful. I got satisfactory resolution for my issue.
Mira was very helpful...
Mira was very patient with me and answered all of my questions thoroughly. She was pleasant to speak with, and very helpful. I would be perfectly happy if she picked up the phone the next time I call in for assistance.
Associate was very patient and helpful
Associate was very patient and helpful. Was able to provide all information that I was needing with minutes.
Helpful Resolution and Patient
The person (I wish I had her name) that helped was very patient and resolved my concerns. I appreciated her willingness to walk me through re-connecting to my account while I was online. She was very helpful.
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