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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 |
Francisco was very helpful with helping… Francisco was very helpful with helping me convert my simple IRA into my Roth IRA. Very professional and helpful. Thank you!!!
Business response:
Thank you, Brian! We're glad Francisco was able to help you with the IRA conversion. Feel free to reach out to us with any additional questions.
Fantastic professional service.. Super fantastic service , I Trust Capital is spot on with every thing, could not be any more pleased , all the guys that work there are really very professional in doing what they do, they take their work very serious, including Romeo he's very very nice, and has a great personality , as well as Alex and Josh and Francisco all super exelent to work with, I Trust Capital is just what it implies, you can put your full trust in them in handling your business affairs, onece again exelent - fantas... read more
Business response:
Thank you, Darrell! We're glad our team was able to provide you with a positive experience. Feel free to reach out to us with any additional questions.
Proactively Reached Out to Me Raphael unexpectedly called me last night and saw my application was started andvnot completed. I was planning on calling iTrustCapital, but Raphael beat me to it. He introduced himself, provided me assistance, and answered my questions regarding rolling over a portion of my 401K that I have with my employer 401K Plan under Fidelity. He explained the process to me and it was quite helpful. He informed me that Fidelity will most likely send a check, which I was not aware, and not my desire mode o... read more
Business response:
Thank you, Allen! We’re glad Raphael proactively reached out and was able to walk you through the rollover process and clarify what to expect, especially given your unique situation. Feel free to reach out to us with any additional questions.
I just got done doing a transaction… I just got done doing a transaction with I Trust Capital . The gentleman that helped me this time was Ayrton . Ayrton has helped me before and is always helpful & patient . Thank you Ayrton Happy Holidays Shawn & Tati
Business response:
Thank you, Shawn! We're glad Ayrton was able to help you out with the transaction. Feel free to reach out to us with any additional questions.
The way Josh b helped me out he walked… The way Josh b helped me out he walked me thru everything I needed called back like he said he would!! Got my account up to date thank you josh
Business response:
Thank you, Ben! We're glad Josh was able to walk you through everything. Feel free to reach out to us with any additional questions.
It’s always so nice to get right to a… It’s always so nice to get right to a real person when I have questions. I recommend iTrust to all my friends and family.
Business response:
Thank you, Robert! We're glad you've had a positive experience with us. We appreciate your recommendation.
Itrustcapital representative Itrustcapital representative, Francisco was knowledgeable and pleasant in answering my rollover questions. Being a new customer, he made a positive impression for my first point of contact. Thank you Francisco!
Business response:
Thank you, Gene! We're so glad Francisco was able to help you out with your rollover questions. Feel free to reach out to us with any additional questions.
Very nice and helpful. They are very helpful and really nice.
Business response:
Thank you, Dewayne! We appreciate your kind words.
Smooth process for RMD Josh C. and Jasmine were efficient, communicative, and professional. The process of taking a RMD was smooth when working with both of them. Thank you, Josh C. and Jasmine.
Business response:
Thank you, Michelle! We're happy to hear that you found the process to be smooth with help of Josh and Jasmine. 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 15,313 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open on Monday at 7:00 a.m.