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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 |
JIMBO did a great job helping me with… JIMBO did a great job helping me with my inquiries; guiding me to the right forms and talking with me through every step of the way. Thanks, JIMBO!
Business response:
Thank you, William! We're glad Jimbo was able to help and guide you through everything. Feel free to reach out to us with any additional questions.
Excellent customer service and very… Excellent customer service and very knowledgeable staff. Jett walked me through the questions I had and got me up to date in no time. Whenever I call I know I’m in good hands.
Business response:
Thank you, Bryan! It's good to know that Jett was able to walk you through everything. We appreciate your kind words.
Romeo was very professional and… Romeo was very professional and helpful, corrected my problem in a very timely manner
Business response:
Thank you, Hernan! We're glad Romeo was able to help you in a timely manner. Please feel free to reach out to us with any additional questions.
He walk me thru patiently the process… He walk me thru patiently the process on how to transfer money from uphold wallet. Got all the confirmation before let me go. Very knowledgeable
Business response:
Thank you, Angel! We're glad our team was able to help you out with the transfer.
Bobby is so patient and helpful Bobby is so patient and helpful. He walked me and my daughter through RMD distribution process and POA documents. We are most appreciative!
Business response:
Thank you! We’re delighted to hear that Bobby was able to make the distribution and document process smooth for you both.
Romeo was very friendly Romeo was very friendly, knowledgeable and professional while helping me negotiate the funding/conversion of my account rollover.
Business response:
Thank you, Dana! We're so glad Romeo was able to help you out with the conversion. Please feel free to reach out to us with any additional questions.
Jett from itrust capital was very… Jett from itrust capital was very professional and friendly to work with. I feel much safer having assets stored with them!
Business response:
Thank you, Andrew! We're glad you had a positive experience with Jett. You're always in good hands with our team.
Talked to Romeo on the phone because I… Talked to Romeo on the phone because I needed help finishing up my roll over from my employers 401 k plan , he was super patient and answered all my questions , in fact everyone I talked to at Itrust capitol was very helpful.
Business response:
Thank you! We’re so glad to hear that Romeo and the rest of our team were able to make your 401(k) rollover process smooth and easy.
Great customer service I created my iTrustCapital account, but was having a problem activating my account. Francisco from iTrustCapital called me when he realized I was having a problem before I even had to call them about it. That's great customer service! He resolved my issue quickly
Business response:
Thank you, Veronica! We're glad Francisco was able to be proactive in addressing your issue. 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 16,431 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open on Monday at 7:00 a.m.