I had the pleasure of working with Rubi at Horizon Trust with questions to set up my Solo 401(k) correctly, and I couldn’t be more impressed. From the very beginning, Rubi was knowledgeable, patient, and incredibly responsive. She walked me through each step of the process, answered all my questions thoroughly, and made sure I understood.Her professionalism and attention to detail gave me confidence in the decision to use this service. for my financial future. I truly appreciated her guidance and would highly recommend her to anyone looking to explore other retirement options through Horizon Trust.Thank you, Rubi, for your outstanding support!
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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.See more