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Money & Insurance

Horizon Trust

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112 reviews

5.0112 reviews
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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 generated

Reviewers 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

Valerie was absolutely Great!

Valerie was absolutely great. She was empathetic to my needs and was excellent at finding a path to address the problems that I presented to her. And even though we couldn’t completely address the problems while we were on the phone, she definitely instilled confidence in me that she would stay on the problems and enlist whatever help would be required to get me the answers I needed. Oh, and she has a terrific Sense of Humor which definitely helped the tenor of the conversation.

Mira did a great job this morning…

Mira did a great job this morning helping me to track recent correspondence and confirm receipt and status of necessary documentation for a very time sensitive investment. I received a very timely call back as promised with answers to all my questions including the approval and processing time for funding. Thank you!

Mira- helpful and efficient

Mira was very kind and patient to explain the process as well as politely confirm my identity as per company policy. She even offered to wait online until I confirmed receipt of the forms I requested via email. I hope all company agents are as pleasant and effective as Mira.

Hoe to contribute to my traditional IRA

I called to find out what form to use to make a contribution to my Traditional IRA and asked when I needed to submit the form. I spoke with Mira, in Customer Service, and she directed me to the online Contribution Form and told me I could submit the form ahead of the contribution, which was wired the next day. Thank you for your assistance Mira and thank you Horizon Trust Company for having a Docusign version of the form.

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