My experience so far as been amazing
My experience so far as been amazing. I have worked with Brandi to set up my 401k account then with Mercie to transfer my accounts from other companies into my new 401k account.
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
Mira was very helpful and was able to…
Mira was very helpful and was able to get me to my account information. Se stayed on the phone until we verified that I was able to access my account information
I spoke to MIRA in customer service and…
I spoke to MIRA in customer service and what impressed me the most is that she listened to me without interrupting me. She allowed me to explain the circumstances and then she provided a solution. She was professional and definitely easy to work with so Thank you, Mira!
Mercie was very helpful and Horizon Trust continues great service.
Mercie D was very helpful and knowledgeable in assisting me with a rollover to my Horizon Trust account. She was very professional, knew all the right questions to ask and moved the process along quickly and smoothly. Horizon has been great to work with over the past few years that I have been using their service.
Valerie did an amazing job
Valerie did an amazing job! I was having problems getting logged into the system and she was very informative and patient with me! I had to work through my system to get everything working properly and she stayed with me until everything was resolved!!! Didn't rush me or anything like that! She was PERFECT!
Thank you!!!
Thank you, Taddie for walking me through setting up my sign-in and how to look up information on my account. She was very pleasant and professional. Thank you
Thank you Robert for restoring online…
Thank you Robert for restoring online access to my account and patiently explaining the various aspects of my checkbook control LLC, and how to keep it funded.
This is my second review of Horizon…
This is my second review of Horizon Trust. I just have to give them and their special customer service rep a high praise. Valerie Cobian has helped me countless times this past week as I was working on a big accounting project and I needed more and more info. Valerie was very quick to help me at every turn and request for more info. Valerie, THANK YOU for being YOU. If I were in a competitve business I would offer you a job. Sincerely, Ken D.
VALERIE, GREAT TO HAVE HER HELP
VALERIE, WAS very, very helpful, and very nice. She did not hesitate to try and solve any issue i had. iI really apprecited her help. and all off the work that Horizon has done for me. Larry Freeman.#5877729. thanks again. glad to be a member and customer of Horizon Trust.
Horizon Trust Smooth Setup for Self-Directed Investment Fund made the process of…
Horizon Trust made the process of setting up a self-directed investment account straightforward and efficient. Their team was responsive, knowledgeable, and took the time to clearly explain the steps and requirements, which made the onboarding process smooth from start to finish. They did a great job walking us through the structure, paperwork, and timelines, and were proactive in answering questions as they came up. The platform and communication were well-organized, which gave us confidence moving forward with self-directed investments. Overall, a solid experience for anyone looking to get started with self-directed investing. What’s important for people to know? Horizon Trust is organized, responsive, and well-suited for investors looking to set up and manage self-directed accounts efficiently.
Awesome customer service!
> A big shout-out to Jessie and Dana! They walked me through the entire process step by step and answered all of my questions with incredible knowledge and patience. Thanks to Jessie’s expertise, I was able to choose the product that best serves my business needs. The experience was smooth and reassuring from start to finish. I would highly recommend Horizon Trust to anyone looking for outstanding service and guidance.
Amber was fantastic help any issues…
Amber was fantastic help any issues that came up she really handled them with surprisingly around the clock assistance. There were multiple times I didn’t expect to hear back until the next day or after the weekend and in very timely manner was always there to assist. Would 100% recommend Horizon and Amber specifically to tackle whatever was needed!
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