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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 |
Rafael provided exceptional customer… Rafael provided exceptional customer care. He Made me feel very comfortable about the transfer and reassured me thru all the steps.
Business response:
Thank you, Stevie! We're happy that Rafael helped make your transfer experience comfortable and reassuring.
Today Ayrton was so helpful getting me… Today Ayrton was so helpful getting me the answers to my questions and solving my problem getting logged into my account that I had forgotten about for 2 years. He was very nice and he listened.
Business response:
Thank you, Thomas! We’re happy to have you back and truly appreciate your trust.
He was very helpful with everything He was very helpful with everything . He answered al my questions.
Business response:
Thank you, Thomas! Our team is here for you. Feel free to reach out with additional questions.
Very quick and knowledgeable resolution… Very quick and knowledgeable resolution to my funding of roth ira.
Business response:
Thank you, James! It is good to know that you had a positive experience with getting your issue resolved.
We felt very comfortable and confident… We felt very comfortable and confident transacting a distribution request with Josh C. He was patient and pleasant and clearly explained the process.
Business response:
Thank you, Patricia! We’re so pleased to hear that Josh made your distribution experience smooth and reassuring.
Aytron Svenson – A True Professional! I want to extend my deepest thanks and highest praise for Aytron Svenson at iTrustCapital. His professionalism, speed, and attentiveness were truly exceptional. From the moment I reached out, Aytron went above and beyond to ensure that every step of the process, especially the signature portion was completed accurately and without delay. What stood out the most was his sense of urgency and clear understanding of how time-sensitive this transaction was given current market trends. I felt ... read more
Business response:
Thank you, Garrett! We're proud to have Ayrton on our team and grateful for your trust in us.
Great representative, nice and professional! Your representative understood quickly my request and was able to help me. Thank you, Bobby! Really helpfull and knowledgeable. Nice and professional attitude!!
Business response:
Thank you, Evelyne! We are so happy to know Bobby was able to address your concerns. Feel free to reach out to us with any additional questions.
David was helpful, knowledgeable and had great follow up! David was very knowledgeable and addressed my concern. He also followed up with a text to let me know that that my action was now completed.
Business response:
Thank you, Ralph! Clear communication and follow-through are key, and we’re happy David delivered both.
Exemplary customer service While recently rolling over from a traditional 403b to an IRA with iTrustCapital I needed extra assistance and attention when things weren’t going right (through no fault of iTrust). Luckily, Bobby from the support team was there to explain the process, confirm information, and manage vital details. He had my back and communicated effectively and in a timely, manner- often! In the end, it was he and Grace Avina who got me to the desired goal. Thank you, Bobby and Grace, for your professional help a... read more
Business response:
Thank you, LK! Navigating these types of transfers can be challenging, and it’s wonderful to hear they guided you with clarity and care every step of the way.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 14,270 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open on Monday at 7:00 a.m.