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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 |
This guys saved my view on the current… This guys saved my view on the current state of customer experience. Excellent service.
Business response:
Thank you! We're glad our team was able to restore your faith in client service.
I just did a back door Roth IRA… I just did a back door Roth IRA conversion and the experience was so easy. It was so much easier than I was anticipating. Romeo was super helpful and knowledgeable and very pleasant to work with !! Great experience !
Business response:
Thank you, Phil! We're so glad Romeo was able to help out with the conversion. Feel free to reach out to us with any additional questions.
Great assistance Great assistance, great communication.. update the client through the whole process.
The respone time to my issue was very… The respone time to my issue was very quick they were on it, professional, courtesy and thoughtful.
Business response:
Thank you! We're so pleased to know your issue was resolved in a timely manner.
Follow ups Romeo reached out to let me know about some new features with transferring funds into my account. Always helpful to get updated with new features!
Business response:
Thank you, Ken! We're glad Romeo was able to update you on our new features.
Josh was helpful walking me thru where… Josh was helpful walking me thru where I needed to be to find data and also about creating my buys. Courteous and well informed Bryce Larson
Business response:
Thank you, Bryce! We're glad Josh was able to walk you through everything. Feel free to reach out to us with any additional questions.
Francisco is the epitome of… Francisco is the epitome of professionalism. He went out of his way to help me navigate Itrust app. I’m tech challenged so it has to have been frustrating for him to help. I plan to continue to DCA into Itrust for years to come and know that whenever I need help I can reach out to Francisco or someone else Itrust
Business response:
Thank you, Jesus! We're so glad Francisco helped you navigate the app. We looking forward to supporting you with any further questions you may have.
Excellent customer service Mo/Mohannad was most helpful in assisting me with Roth conversion. He was friendly, knowledgeable and efficient. Appreciate it!
Business response:
Thank you, May! We're so glad Mo was able to assist you with your conversion. Feel free to reach out to us with any additional questions.
IRA rollover to iTrust capital support. Job well done Romeo! I needed some support executing a IRA rollover to my iTrust account. I receiveda call from Romeo. He was very polite and professional. Romeo competently explained the rollover process. With Romeo support I was able to initiate the IRA rollover request exectly as he explained. Romeo then answered all of my questions regarding establishing a Roth IRA, funding methods and rules, tax treatments and distributions. Romeo took the pain out of the process. Job well done!!!
Business response:
Thank you! We're so glad Romeo was able to make your rollover experience stress-free. 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 15,021 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open at 7:00 a.m.