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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 |
iTrustCapital Rocks! Thank you, Josh B.! 1) Did not have to wait more than 5 minutes for Josh B. to pick up to help me. 2) Josh answered my questions and gave me some tips. 3) I love iTrustCapital because their is always someone available to assist (either by email or phone). Kudos to Josh B. and iTrustCapital! Todd
Business response:
Thank you, Todd! We’re so glad Josh provided timely support and that you value having our team readily available. We appreciate your kind words.
401k rollover...needed assistance I am in the process of doing a rollover. I received an email that didn't give me the specifics, so I called up the help line and talked to Julian. He told what exactly to do step by step. Very knowledgeable and a nice guy, too. Thanks!
Business response:
Thank you, Ryan! We’re happy that Julian was able to walk you through the rollover process with clear guidance. Feel free to reach out to us with any additional questions.
Jeff did a good job of handling my… Jeff did a good job of handling my transfer
Business response:
Thank you, John! We're pleased Jeff could help you out.
Mr Romeo is a very special personality… Mr Romeo is a very special personality He has so much knowledge for this Institution and offer so much help and patience for doing the correct application for any type of account He is very focused and oriented to details to working process I will recommend him with great confidence by giving to him 10 on a scale 1 to 10 , 10 being EXCELLENT STAFF
Business response:
Thank you, Vasilica! We’re so glad Romeo made your experience excellent. We truly appreciate your recommendation.
Francisco Mondrago was phenomenal Francisco Mondrago was phenomenal! His knowledge and patience made the experience worth while.
Business response:
Thank you, Darren! We’re so glad Francisco’s knowledge and patience made your experience a great one.
Romeo was great Romeo was great! I am older and have a poor memory. He heard my struggle and offered to email me the forms I need to do my taxes. He also spoke to my husband and will email his too! Great support!
Business response:
Thank you, Andrea! We’re so glad Romeo provided thoughtful support and made things easier for both you and your husband.
Alyssa E Alyssa E. was great to work with! She made the process easy and was responsive and super friendly. Glad I chose iTrust.
Business response:
Thank you, Eli! We’re so glad Alyssa made the process easy with responsive and friendly support.
Romeo & Chris are the best! Romeo & Chris especially have been incredibly helpful & beyond exceptional
Business response:
Thank you, Mike! We’re so pleased that Romeo and Chris provided such exceptional support.
Seemless process with the help of Jeff C. I worked with Jeffrey Carpizo on transferring my account out to my Fidelity account. While I know this isn't the best type of help, Jeff was a true professional. He walked me through the process and checked back in with me multiple times to help ensure that the process was on track and helped me fix some errors that Fidelity had in their part of the process. This was above and beyond in my book.
Business response:
Thank you, Patrick! We’re so glad Jeff helped ensure your transfer process stayed on track. 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 16,036 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open on Monday at 7:00 a.m.