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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 |
The whole process was very simple and… The whole process was very simple and fast. The communication during the account set up and transfer was great. I appreciate Mo personally contacting me today to inform me that my account was funded and ready to go.
I’m a new client of iTrustCapital. I’m a new client of iTrustCapital and was blessed to have the support of Chris Lee. I was not familiar with the website and had challenges getting monies transferred into the account from my previous investment firm and invested. Chris exemplifies the traits of some of the best employees that I interacted with in my 35 year career with a fortune 500 company.
Customer Service Excellence I’ve been working with iTrust Capital for several months now. The experience with company overall has been amazing! Excellent customer service. All the agents have been great to work with, but one in particular has been extremely helpful. Francisco delivers on all his promises for follow up calls and texts to make sure my questions and concerns are handled in the most efficient manner possible. He’s knowledgeable, he cares, and represents the company extremely well!
Andrew V. Andrew V. Was great and easy to speak with. He took the time to listen to my questions and answer them to the best of his knowledge and direct me to other resources as necessary. Being able to speak with a person and from the institution I recently opened an account with to expand my clarity is added value to their service that I and many others can appreciate
Reliable FinOps Specialist I’m have worked with Lindsey C. From Itrustcapital on about 5 or 6 separate transactions. In fact I have interacted with her more than any other Itrustcapital team member. She has been top notch reliable, accessible, professional, competent, and confident. Big fan of Lindsey and Itrustcapital.
Rafael was so helpful and is the best ! Rafael was so helpful , thorough, and professional.. got the best agent !! very happy and greatful to ITrust Capitol for their professionalism, and have the best staff that are so helpful , Thank You Rafael for your help and patience, you were so gracious .
Jonathan was helpful Jonathan was helpful, got Mt Roth ira transferred easily, he knew what to do made it simple.
Business response:
Thank you, Brian! We're glad Jonathan was able to help with your IRA transfer. Feel free to reach out to us with any additional questions.
Great customer service experience… A lot of times as companies grow larger and larger the individualized service fades and you become just another line on their balance sheet. I’ve worked with Jimbo on an off for the past 5 years and he’s always gone above and beyond to make me feel important. Thank you buddy🙏
I was really nervous about transferring… I was really nervous about transferring my assets to my new account but Josh B was patient and helped make the transaction easy Thank you!
Business response:
Thank you! We're glad that Josh was able to make the transfer process easy and bring you peace of mind. Feel free to reach out to us with any additional questions.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 15,214 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open tomorrow at 7:00 a.m.