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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 |
Ayrton at iTrustCapital was very… Ayrton at iTrustCapital was very helpful facilitating a transaction for me. I have had positive experiences with this company. If you need the services they offer , I can highly recommend iTrustCapital
Business response:
Thank you, Richard! It means a lot to us that you would confidently recommend our services. Feel free to reach out to us with any additional questions.
Romeo was very professional very… Romeo was very professional very prompt. I love the Itrustcapital people. It’s nice to have someone answer your phone Call and take care of all your concerns.
Business response:
Thank you, Andrew! We're so glad Romeo was able to help you out. We appreciate your kind words.
Fransisco not only answered my question… Fransisco not only answered my question but followed up and gave me a complete picture of what to expect with my incoming transfer from another IRA. Very personable and attentive Excellent job Thank you
Business response:
Thank you, Mike! We're so pleased to hear that Francisco went above and beyond. Feel free to reach out to us with any additional questions.
Professional and friendly Professional and friendly When I needed helped with a disbursement from a Traditional IRA, Josh C was there to help me cut through the red tape. He was both professional and friendly!
Business response:
Thank you, John! It is good to know Josh was able to assist you.
I needed to reset my password and… I needed to reset my password and assure account security with my Roth IRA. Both Francisco and Shawn were great to work with and helped me out very well.
Business response:
Thank you, Tim! We’re glad to hear that Francisco and Shawn provided the support you needed to reset your password and ensure your Roth IRA account remained secure.
iTrustCapital is such an easy company… iTrustCapital is such an easy company to deal with. Most recently, Lindsey Colon (FinOps Specialist) helped me with an IRA transfer. Lindsey was very helpful and knowledgeable, and she always kept me informed during the process. I would highly recommend iTrustCapital to anyone. And thanks again, Lindsey!
Business response:
Thank you! Keeping our clients informed and confident throughout the process is what we aim for. We truly appreciate your recommendation.
Francisco Mondragon was extremely helpful. Francisco Mondragon was extremely helpful and walked me through setting up my SEP, ROTH and traditional IRA accounts and getting them connect with my bank account for funding. A very patient young man with a great disposition.
Business response:
Thank you, Seamus! We’re so glad to hear that Francisco provided such helpful and patient support. Feel free to reach out to us with any additional questions.
Customer service above and beyond!! I worked with Joshua Alvarez to get a distribution and he made the process unbelievably quick and easy. He was so responsive to my questions and help access what I needed. Thank you!
Business response:
Thank you! We're so glad to hear that Joshua Alvarez made your distribution process quick, easy, and stress-free.
Excellent customer service! All my questions were addressed with courtesy and professionalism! Thank you Chris Lee for your assistance!
Business response:
Thank you, Robert. It's great to know that Chris was there to address your questions.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 14,731 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open on Monday at 7:00 a.m.