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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 |
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.
Romeo took great care of me answered my… Romeo took great care of me answered my questions and solved my problem quickly and professionally
Business response:
Thank you, Kurt! We're glad Romeo was able to resolve your issue. Feel free to reach out to us with any additional questions.
Romeo was great Romeo was great! He answered all of my questions and was well informed as well as professional and polite.
Business response:
Thank you, Jason! We're happy Romeo helped answer your questions. 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 15,321 reviews.
When is iTrustCapital open?
iTrustCapital is open now. It will close at 5:00 p.m.