Hear from our Founder, Greg Herlean—Play this video
Refer your friends and family to Horizon Trust and earn a $100 gift card!
You’ve taken financial control of your retirement account. It’s time the special people in your life took control too! Your friends and family matter to you, and you matter to us.
Earn a $100 gift card for every referral who opens and funds a new account with our team at Horizon Trust.
How It Works
STEP 1
Submit the name, email address, and phone number of the person you want to refer.
STEP 2
We will contact your referral, and our transfer team will work with them to open and fund their account.
STEP 3
Once they fund the account, YOU receive a $100 Visa Gift Card and they receive Horizon Trust’s high level of customer satisfaction.
Horizon Trust Is More than a Custodian
- 1-on-1 customer support
- Industry-leading self-directed resources
- Exclusive access to Investment Corner
- Premium access to webinars/events hosted by Horizon's founder Greg Herlean
- Free ebooks and PDFs
4.9 Star Rating
Horizon Trust prides itself on providing the highest level of customer service to each client. When you refer a friend, we will treat them with the same respect and attention as we would a close relative or friend.
Your Ultimate Guide To Self-Guided Success
Your retirement is of utmost importance to you, and it’s also important to us. Our ultimate retirement guide will tell you everything you need to help ensure the success of your self-directed retirement account. In it, you’ll find the differences between various retirement accounts and the many wealth accumulation vehicles, including real estate, and more.
5-Star Rated Custodian
Posted on Google L BrownTrustindex verifies that the original source of the review is Google. Valerie was amazing! If y’all weren’t so busy, I would call back just to visit!Posted on Google R BushTrustindex verifies that the original source of the review is Google. Taddie was super helpful today and she was able to resolve all of my questions and issues in one call - fantastic!Posted on Google L RandallTrustindex verifies that the original source of the review is Google. Valerie was especially helpful waking me through the steps necessary to get into the portal and then to access a particular document. Very helpful, pleasant interaction.Posted on Google K FreitasTrustindex verifies that the original source of the review is Google. Fantastic service! Dana was wonderful and is passionate about what she does. She highly cares for her customers. I felt valued and trusted her expertise.Posted on Google C MatellanTrustindex verifies that the original source of the review is Google. I want to sincerely thank Jessie and Dana for the excellent service they provided. They smoothly walked me through the entire process, truly held my hand every step of the way, and patiently answered all of my questions—and I had a lot! Their knowledge was impeccable, and their support made everything easy and stress-free. I would highly recommend Horizon Trust to anyone. Thank you!Posted on Google M P.Trustindex verifies that the original source of the review is Google. Robert answered all of my questions perfectly!Posted on Google R SpennatoTrustindex verifies that the original source of the review is Google. Great experience with Amber, Mercie so far! Buttoned up with great communication and follow up…Posted on Google A ThompsonTrustindex verifies that the original source of the review is Google. The team members at Horizon Trust Company are prompt in responding to questions. I've had a great experience with their customer service.Posted on Google S HanTrustindex verifies that the original source of the review is Google. Great company to work with! Amazing team and they went above and beyond to help me understand the SDIRA process. My friends are now using Horizon as well so we can invest in more real estate opportunities that we couldn't get into with old 401ks.Verified by TrustindexTrustindex verified badge is the Universal Symbol of Trust. Only the greatest companies can get the verified badge who has a review score above 4.5, based on customer reviews over the past 12 months. Read more
Your Future, Backed by Our Track Record
Trusted by investors nationwide to take control of their retirement through Self-Directed IRAs.
Helping clients grow and protect wealth across real estate, crypto, and private investments.