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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 |
Great Initiative and Service! I just wanted to say that I had a great experience with Francisco at iTrust for following up with my IRA rollover request and helping streamline the process to the next step. It is nice to have someone reach out during a multi-step process so that you know where you are in the course of action.
Business response:
Thank you, Jason! We're glad Francisco was able to streamline your rollover process. Feel free to reach out to us with any additional questions.
Excellent Client Support When requesting support, Alyssa and Diego were very professional and responsive. In addition to being responsive, they actually cared and work with me to get my needs addressed expeditiously. I highly recommend iTrust Capital because of their services and great team members like Alyssa and Diego. Keep up the great work!
Business response:
Thank you, Jat! We're glad Alyssa and Diego were able to get everything expedited. We truly appreciate your recommendation.
Rafael was excellent with follow up and… Rafael was excellent with follow up and concern with getting our issue settled. 4 stars only because the actual Technical Aspect was not as efficient as it should be for a service of this type. I’m sure they will continue to improve tech.
Romeo Delavictoria was great Romeo Delavictoria was great. Patient. Knowledgeable, answered 10 questions to my satisfaction.
Business response:
Thank you, Ronald! We're glad Romeo was able to address all your questions. Feel free to reach out to us with any additional questions.
I had a bit of trouble uploading my… I had a bit of trouble uploading my information. Support staff Franscio was so helpful!! Even though it took a few days he stayed with me until everything was done. Outstanding support. I am very grateful
Business response:
Thank you, MIchele! We're glad Francisco has been helpful and followed through until everything was done.
Rafael listened to our request and was… Rafael listened to our request and was professional and thorough. I also had help from Mo the day before. Thanks!
Business response:
Thank you, David! We're glad Rafael and Mo have been able to provide thorough help.
Would have liked more feedback when… Would have liked more feedback when asking questions. Would've been nice to have been called once my funds arrived to have someone ask me what id like to do.
Romeo provided fantastic Customer… Romeo provided fantastic Customer Support. He was very knowledgeable and was able to provide answers to all of my questions. I was very happy with the experience and look forward to working with iTrustCapital.
Business response:
Thank you, Don! We're glad Romeo was able to address all your questions. We look forward to supporting you with any additional questions and concerns you may have,
Great customer service Josh C. was very helpful with my distribution request
Business response:
Thank you, Kevin! We're so glad Josh was able to assist with your request.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 17,768 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open on Monday at 7:00 a.m.