Appreciated that it was direct and…
Appreciated that it was direct and right to the point at hand. Really knowledgeable staff helped make it very easy! Highly recommend Horizon Trust!! Better than 5 stars!!
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
The associate who helped me was very…
The associate who helped me was very thorough and went above and beyond to make sure I was clear on amounts that would be taxed from a distribution from my account. She also offered to call me tomorrow once my wire shows up and is recieved.
El was great in helping me with what I…
El was great in helping me with what I needed. HTC has hired the right people to help their clients. Keep it up.
There are other options...
Making the decision to leave our previous IRA custodian wasn't easy, but from our very first interaction with Horizon Trust, we knew we had made the right choice. The professionalism, responsiveness, and ease of communication have been outstanding from day one. What has impressed us most is Horizon Trust's exceptional attention to detail. Every step of the transfer process was handled with care, and the communication has been a refreshing change from our previous custodian, where a lack of communication was one of the primary reasons we decided to move our accounts. While everyone we worked with was knowledgeable and helpful, I want to give a special shout-out to Samantha Lugo. Her consistent follow-up, responsiveness, and genuine commitment to making sure everything went smoothly truly made this a first-class experience. We already feel at home with Horizon Trust and have complete confidence in our new custodial representative. If you're looking for a company that values communication, professionalism, and customer service, I highly recommend Horizon Trust.
The agent was competent
The agent was competent, helpful and helped me complete the task
I needed to add a beneficiary to my…
I needed to add a beneficiary to my account. Mira was very helpful. She understood what I needed and sent me the link, explaining everything for me. It was a good experience. Thank you.
Very patient young lady who walked me…
Very patient young lady who walked me through the changes I needed to make and didn't get flustered when I had a few problems with the system. All of your associates need the same patience when working with customers.
i was misunderstanding how to access…
i was misunderstanding how to access the form I needed so Mira helped me out. Even though she didn't feel well she politely stayed on the line with me and made sure I was able to get to the form I needed. She was very patient and kind!
Great service this morning from Mira
Great service this morning from Mira! Answered all my questions and provided additional details to help lean forward and expedite the services I would be requesting in the coming days. Very helpful especially with a tight timeline.
Very short wait for customer service…
Very short wait for customer service and staff member Mira was exceptionally helpful and professional. She was able to answer my questions and methodically walk me through steps on the website.
Mira on the customer service team has…
Mira on the customer service team has done an outstanding job for all my follow-up questions. She is patient and willing to take the time to help me getting my questions completely resolved. I really appreciate working with her and have enjoyed the customer service at Horizon Trust.
Cynamon was great today
Cynamon was great today. I was able to have the right conversation to trade notes, crypto, stocks, and alternative investments. Thx much.
I called in to get help with a 401K…
I called in to get help with a 401K transfer from a former employer. The first person I spoke with on the customer service line told me that I would need to speak with someone in a different department and that they could set up an appointment the following day. A time was confirmed, but then she said that she would check to see if anyone was available at that time. A brief wait and then she came back on and introduced me to Samantha Lugo. Samantha took some information about the transfer and coached me on how the process would go. She then quickly got in touch with the plan providers to arrange the transfer and helped getting all the proper information conveyed to initiate the transfer. Samantha was professional, knowledgeable and made the process quick and easy. Thank you for having well trained, friendly people to help with these important tasks.
Mira was great!
Mira was very patient, friendly, professional, knowledgable and pleasant to work with! She answered all my questions in a manner that was easy to understand! Thanks so much! Jay
Tatiana is very professional and helpful
Great support
Great support, my questions were solved promptly. Great to work with.
As always Mira is pleasant and helpful…
As always Mira is pleasant and helpful to guide me through the investment process! A confidence boost when someone else is looking over my shoulder! Big thank you!!
Nikki was patient and knowledgeable
Nikki was patient and knowledgeable. She had a friendly tone.
Mira is a great person who was very…
Mira is a great person who was very patient with me to get my request handled immediately, best practices for services for all customers. Thank you Mira
Nikki helped me to login to my portal…
Nikki helped me to login to my portal with perfect precision. Thank you, Nikki!
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