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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 |
Josh C Josh C. went above and beyond to assist me in a zoom quicker than expected. With his guidance I was able to complete the process efficiently.
Business response:
Thank you, Theresa! We’re so glad Josh was able to jump on quickly and guide you through the process efficiently.
Joshua C did a great job walking me… Joshua C did a great job walking me through a complex transaction. I hope he serves me again!
Business response:
Thank you, Ray! We’re glad Joshua was able to guide you through your transaction smoothly.
David C was patient and gracious. David C was patient and gracious.
Business response:
Thank you, Scott! It's good to know David was able to assist you.
Long time customer I have been a customer for years. Great experience and Francisco in customer service checked up.
Business response:
Thank you! We're glad Francisco could provide you with a positive experience.
Brendan at iTrustCapital is outstanding I have been with iTrustCapital for several months, and I am super impressed. They make it very easy to transfer funds from my SEP IRA to my IRA with them, and the process is very expedient. Moreover, Brendan, the rep I worked with personally, walked me through the process and made himself available to answer all of my questions. His customer service is outstanding!
Business response:
Thank you, Mike! We’re so glad Brendan made your SEP IRA transfer smooth and expedient with outstanding support.
Jonathan from iTrust Capital Jonathan from iTrust capital gave me a call just to see if I had any questions about my investments, or how the offerings were set to change in the near future. He was extremely knowledgeable, very helpful in answering all of my questions, I made sure I had a way to reach back out to iTrust capital if I had any more questions in the future. It was a great experience and I appreciate the fact that a company take the time to engage with their customers, instead of just hanging onto their money.
Business response:
Thank you, Jimmy! We’re so glad Jonathan took the time to proactively connect and provide clarity on upcoming offerings.
I created and sent the wire from… I created and sent the wire from Charles Schwab. The wire got to iTrust in record time but I had not initiated it from iTrust so it just sat there until Jonathon sent me a text telling me I had to create a bank wire in before the bank wire would get deposited to my account. I was sitting with a friend at the hospital at the time so I broke away to go home to complete the wire. When home I text Jonathan back because I was having difficulties completing the in wire process. He walked me throug... read more
Business response:
Thank you, Frank! It's good to know Jonathan was able to guide you through the wire process quickly and clearly, ensuring everything was completed smoothly. We appreciate you sharing your experience.
Customer Service was Excellent Customer Service was Excellent! Jonathan was incredibly patient and helped me every step of the way!!!
Business response:
Thank you, Greg! We’re so glad Jonathan provided patient, step-by-step support and made your experience excellent.
Chris Lee was very helpful Chris Lee was very helpful. He made it very easy to navigate the new account setup.
Business response:
Thank you, David! It's good to know Chris helped guide you through the new account setup.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 15,395 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open on Monday at 7:00 a.m.