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iTrustCapital
- Finance
- Irvine, CA
About this business
Location details
2372 Morse Avenue, #966, Irvine, CA, 92614, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 7:00 a.m. to 5:00 p.m. | |
| Tue | 7:00 a.m. to 5:00 p.m. | |
| Wed | 7:00 a.m. to 5:00 p.m. | |
| Thu | 7:00 a.m. to 5:00 p.m. | |
| Fri | 7:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Romeo was professional Romeo was professional, knowledgeable, and extremely helpful and answering my questions and providing me guidance on what my next steps to do looking forward to working with eye trust thank you Romeo for all your help
Reconnect with (2) factor authentication Contacted Itrust and was referred to the (2) factor help desk by Aniah. David Cruz and the team quickly solved the reconnecting with (2) factor authentication for me after confirming my security information. Easy & they followed good security verification process.
Business response:
Thank you, Ed! We're so glad the team was able to resolve your authentication issue. Feel free to reach out to us with any additional questions.
FinOps at its finest Great service, reasonable rates. Very easy to work with. Kudos to Allysa Ebner, one of many excellent FinOps Specialists who have provided exceptional service consistently.
Business response:
Thank you, Jim! We're glad Alyssa was able to help you out. Feel free to reach out to us with any additional questions.
Everything that customers typically… Everything that customers typically expect to go poorly in a customer service experience always go well at ITrust! It is easy to find the phone number, it is easy to get through, there is only one prompt, then you talk to a human being right away. As if that wasn’t enough, Romeo, with whom I worked today was knowledgeable and helped to answer all of my questions with confidence and without hesitation. It may have taken me five minutes from beginning to end for this entire transaction. I w... read more
I just got off the phone with Rafael… I just got off the phone with Rafael who answered all my questions about beneficiaries on my PCA account. I lhave been with I trust capital for a year now and they are always so helpful. No matter who I talk to there they always help me accomplish why I called. Rafael was very friendly and knew the answers to all my questions. Scott Sanders
Business response:
Thank you, Scott! We're glad you have the comfort of knowing that we are here to support you with any questions. It's good to know that Rafael was able to help you out and answer your questions.
Jett was very helpful he was great he… Jett was very helpful he was great he helped me out very good
Business response:
Thank you, Arafat! We're glad Jett was able to help you out. Feel free to reach out to us with any additional questions.
Rafael is very calm and reassuring in… Rafael is very calm and reassuring in his effort to help me complete my RMD without error. He made me feel very capable handling all the transactions necessary to complete this task. I highly recommend him and hope the company does too!
Rafael: makes life simple Rafael is one of the most grounded, warm, and genuinely insightful customer support reps we’ve ever worked with. When he spoke, everything that used to feel complicated not only felt workable—it felt easy. His explanations were clear, practical, and incredibly reassuring. To make sure we were fully supported, he even set us up with the ability to text him or schedule a follow-up call if we needed anything — and being able to reach him that way made all the difference. His support felt robust, person... read more
Business response:
Thank you, Kortnye! We’re so glad to hear how reassuring and insightful your experience with Rafael was. Feel free to reach out to us with any additional questions.
I had an excellent experience with… I had an excellent experience with ITrustCapital. Darya Pirzadeh, the FinOps Specialist, helped me set up my wife as a beneficiary on my PCA, and the entire process was quick, easy, and gave me real peace of mind. Thank you for your outstanding service! Sincerely Nick.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 14,938 reviews.
When is iTrustCapital open?
iTrustCapital is open now. It will close at 5:00 p.m.