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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 |
Just got off the phone with Romeo… Just got off the phone with Romeo helping me to clarify the process of funding my Roth from my Charles Schwab Roth account. Great support!
Business response:
Thank you, Joakim! We’re so glad Romeo was able to clarify the funding process for your IRA. Feel free to reach out to us with any additional questions.
Josh was great Josh was great. Direct instructions got me right thru the process. Couldn't have done it without him.
Business response:
Thank you! We're glad Josh was able to guide you through the process. Please feel free to reach out to us with any additional questions.
Rollover Brendan at iTrust Capital made my rollover experience absolutely seamless. He was easy to reach every time I had a question and always took the time to explain each step clearly. From the start of my request to the final confirmation, he stayed in touch with timely updates and progress reports. I really appreciate his professionalism, responsiveness, and follow-through—it made the whole process stress-free. Highly recommended for anyone looking for reliable support with retirement rollovers.
Business response:
Thank you, Charina! We’re so happy to hear Brendan made your rollover experience smooth and stress-free. We truly appreciate your recommendation.
Quick and Easy Alyssa Ebner, made me the distribution process simple and easy. She was quick and prompt with my response.
Business response:
Thank you, Tiessa. We're glad Alyssa was able to make the distribution process simple and easy. Feel free to reach out to us with any additional questions.
Mo was super helpful and courteous Mo was super helpful and courteous! 5 Stars!
Business response:
Thank you for your positive feedback, Kody!
Brendan was very patient and helpful to… Brendan was very patient and helpful to me explaining the wire transfer. I really appreciated his soft, calm voice with professional manner. I'm a senior citizen who needed lots of his support for this transfer. He was great. Thank you very much for your help, Brendan From C LEE.
Business response:
Thank you! We’re so glad Brendan was able to provide the patient, professional support you needed during your wire transfer. Please feel free to reach out to us with any additional questions.
Alyssa Ebner was very helpful Alyssa Ebner was very helpful and assisted me to update my information to successfully complete my task
Business response:
Thank you, Anthony! We're pleased Alyssa was able to assist you with updating your information.
Great job, Shawn! I would like to thank Shawn for an amazing customer service experience! He answered all my questions and provided all the guidance I needed!
Business response:
Thank you, Alex! It's good to know Shawn was able to help you out. Please feel free to reach out to us with any additional questions.
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.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 16,454 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open tomorrow at 7:00 a.m.