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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 |
New Customer I put in plenty of research into a new account, for about 2 months. I decided to call the # and have a rep get me started. A profoundly easy & professional experience. Francisco & Jonathan got me going. Answered all my questions to the best of their ability, & I had plenty. They also followed up w/ me regularly for the onboarding process. This is massive. Most platforms get you started and then you NEVER hear from them again. They never follow up. Not the crew at ITrust. They want you succeed. Keep up the good w... read more
Business response:
Thank you! We’re so glad Francisco and Jonathan made your onboarding experience easy. We appreciate you for highlighting their follow-up and care. We truly want every client to succeed.
You guys have good follow up and a… You guys have good follow up and a couple times I called you were able to answer my questions
Business response:
Thank you, Miguel! We’re glad our team was able to answer your questions and provide helpful follow-up.
Spoke with Romeo Spoke with Romeo, very professional, but had all the time I needed to spend with me. Thanks iTrust.
Business response:
Thank you! We’re glad Romeo was able to take the time to assist you with professionalism.
Romeo was helpful with my rollover… Romeo was helpful with my rollover request, I was able to get the ball rolling within 30 minutes, now it's just a matter of sending the checks and deposit into my IRA and ROTH account, thank you
Business response:
Thank you! We’re glad Romeo was able to quickly assist with your rollover request and get everything moving smoothly. Feel free to reach out with additional questions.
I transferred an IRA and the process… I transferred an IRA and the process was very simple. Jonathan from the itrust team was proactive and responsive and the ability to deal with a real person who cares about customer satisfaction iced the cake. Highly recommend itrust.
Business response:
Thank you, Travis! We’re so glad Jonathan made your IRA transfer simple with proactive and responsive support. We truly appreciate your recommendation.
Email update Darya Pirzadeh Helped us through the process of changing our email. She was very professional and got us all set up. Plus she had said it could take up to three days and it was done in the same day, no waiting!!
Business response:
Thank you, Dan! We’re so glad Darya was able to assist you quickly and professionally.
Great Experience Brendan was awesome to work with he is very knowledgeable. He explain the entire process and help me get started with opening my account. The follow up was amazing Brendan was a pleasure to work with I would & have recommended ITrust &Brendan to friend & family. Thank You Michelle.
Business response:
Thank you, Michelle! We’re so glad Brendan made the process clear and seamless for you. We truly appreciate your recommendation.
Jonathan has Been Great! It has been a pleasure working with Jonathan. He is proactive and has been very responsive to my inquiries. He has also shown himself to be very knowledgeable when answering my questions and providing sound guidance. I now have him saved in my contacts and will reach out whenever I need assistance with my iTrust account.
Business response:
Thank you, Steve! We’re so glad Jonathan has been proactive and knowledgeable in supporting your account needs.
Brendan was great Brendan was great! Very responsive and knowledgeable. He made the entire process much easier for me.
Business response:
Thank you, Vicki! We're glad Brendan was able to simplify the process for you.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 15,359 reviews.
When is iTrustCapital open?
iTrustCapital is open now. It will close at 5:00 p.m.