My question was answered quickly
My question was answered quickly, accurately and politely.
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
Helpful and Knowledgable
Valerie was helpful, knowledgable and polite. My questions were answered immediately giving me the confidence to move forward with my business.
Mira was kind and helpful
Mira was kind and helpful. The team is consistently responsive and helpful anytime I can with questions or concerns.
Excellent customer service
Great prompt professional service. I did not have to wait and all my issues regarding beneficiary and RMD were addressed and resolved adequately . Thanks
I had an amazing representative assist…
I had an amazing representative assist me this morning. She was patient with me. She helped me lock into my account and answered all my questions. I called and inquired about information on my account that I wasn't able to visible see; she also answered the question about regarding making a transfer. She knows Horizon Trust products, where to find the information, I requested. This is excellent customer service. A huge thank you to the young lady who assisted me.
Great Guided Assistance
This was my first direction of investment. Taddie was super helpful and provided step-by-step information to assist me in filling out the proper form. She stayed on the phone line and guided me, even after we lost connection, she called back and stayed the course. Great customer service! Very much appreciated.
Niki took the extra time to walk me…
Niki took the extra time to walk me through filling out my form and when we hit a snag, she went out of her way to make sure we were able to make it work! She did a fantastic job and was extremely patient with me. Just a great job! Thanks Niki!!!
One easy phone call…
One easy phone call with the rep was all it took to transfer my account. Looking forward to the control and opportunities offered in a self-directed option.
I am new to Horizon Trust and…
I am new to Horizon Trust and navigating can be a little challenging. Every time that I have called in for guidance the staff has been very patient and professional. I just wanted to say "Thank You" Mira for your help this morning.
Mira informed me that payment was not…
Mira informed me that payment was not yet due and that Horizon would send an email to with a notification of due date.
Amber Neubig was a great communicator…
Amber Neubig was a great communicator and very responsive with my account transfer which made it an easy process!
Mira was a God Sent to me..She helped…
Mira was a God Sent to me..She helped me out with all my concerns and even patiently waited for me to update my account ..Thank You Again.
The Horizon Trust team is very helpful…
The Horizon Trust team is very helpful and knowledgeable. Thanks, team!
Professional
The operator I spoke with was very courteous and professional. She was knowledgeable and had answers to all my questions. She set me up with another appointment my request.
Mira was absolutely fantastic
Mira was absolutely fantastic. She was very patient and helped me understand and helped me fill out the Authorization to take Action Form. Thank You so much Mira!!
Mira was excellent
Mira was excellent. Very patient and walked me through with filling out form.
Mira was very helpful in answering my…
Mira was very helpful in answering my questions.
Mira assisted me in opening my client…
Mira assisted me in opening my client portal. She was very pleasant in her tone and manner. She remained with me throughout the process and insured that I was able to access my account and the account dashboard. I am very please with her assistance.
Niki was extremely helpful and able to…
Niki was extremely helpful and able to handle all my questions without delay and sent me the exact forms I needed to execute my investment today. I'm grateful that Horizon Trust employees the best for their customers.
So patient and helpful
Every time I have called, the representatives have been so patient and helpful in walking me through whatever issues or questions I have as a new investor.
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