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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 |
Complicated Roth 401k Rollover Made Easy I needed to do a rollover from my Roth 401k, but my employer plan administrator complicated the distribution. I called iTrust Capital and spoke to Romeo who listened and understood the issue. I was afraid that I would mess up the rollover, but Romeo made it clear what steps to take, and he assured me that the 1099 was going to be in order. Thanks a ton!
ITRUST CAPITAL Romeo Delvictoria gave me a call back on some follow-up questions. Very professional. Very clear and informative instructions. Anytime I call over there you get live people to talk to which is amazing! Highly recommended.
Jett was great to work with… Listened… Jett was great to work with… Listened patiently to all my questions… answered each one clearly… wasnt the least bit dismissive… eager to know if there was anything else he could help with… makes me willing to call itrust for assistance without any hesitation… kudos to u Jett…
Business response:
Thank you, Howard! We’re so glad that Jett took the time to listen, answer all of your questions, and ensure you felt fully supported. Please feel free to reach out with any additional questions.
Rafael excellent account manager… Rafael excellent account manager efficently helped me complete all tasks. Have been with iTrust Capital since 2020.
Business response:
Thank you, Robert! We truly appreciate your continued trust since 2020. We’re glad that Rafael helped you complete everything smoothly.
Francisco was great! Francisco was very responsive and helpful! He sent me everything I needed in a timely manner. Highly recommended
Business response:
Thank you, Gary! We're glad Francisco was able to help you out in a timely manner. Feel free to reach out to us with any additional questions.
Wire transfer help and questions were… Wire transfer help and questions were quickly answered on the phone. Love that I can speak to real person. Lucas was helpful and knowledgeable.
Business response:
Thank you! It’s great to know Lucas was helpful and knowledgeable throughout the process. Please feel free to reach out with any additional questions.
They were helpful in setting up an… They were helpful in setting up an account and walking me through the process. Thanks to Jonathan for the funding reminder.
Business response:
Thank you! We're glad our team and Jonathan were able to get you all set up. Feel free to reach out to us with any additional questions.
Romeo was awesome Romeo was awesome - no wait, connected to a human right away! Wasn't sure about my question so immediately checked with supervisor and provided definitive guidance in real time
Business response:
Thank you, Jim! We’re so glad that you were able to connect with Romeo right away. Please feel free to reach out with any additional questions.
Quick response Quick response and resolution thanks David!
Business response:
Thank you for the positive feedback, Gino!
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 16,656 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open on Monday at 7:00 a.m.