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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 |
It seems you can put your trust into iTrust. ;-) Well, I did some research, and if you’ve done yours, you’ll come to find that iTrust easily has the best of them all. However, I did make some calls to other companies to check around. Transfer fees, trading fees, what kind of customer service I should expect, etc. And there was at least one other company that had my decision teetering. But then they didn’t call me back. So I went with iTrust. In the beginning, there was quite a hassle, though, not with iTrust. It was another ... read more
Business response:
Thank you for sharing your experience! We appreciate the time and care you took to evaluate your options, and we’re honored that you ultimately chose iTrustCapital. Feel free to reach out with additional questions.
Final Confirmation and Approval During the Rollover of my past employer’s 401k to My Itrust Capitol Roth Ira. I was assisted by 6 different Itrust Capitol reps. Fuji Tan was the very last to confirm that my Rollover checks had been received and he kindly instructed me to add an additional payment method to handle a processing fee. Fuji Tan was so very kind and professional. Even though my Rollover was a fairly small amout. He and the Crew at Itrust Capitol made me feel just as important as a Multimillionaire Client and liter... read more
Business response:
Thank you, Paterno! At iTrustCapital, every client matters and it’s clients like you who make our mission so meaningful. We’ll be here whenever you need us.
Francisco was very helpful! Francisco was very helpful!
Business response:
Thank you for your kind words!
Josh Cheban & Eric Kang I worked with Josh Cheban & Eric Kang on a account issue that was kind of complex for me but with their excellent expertise and communications, it turned out to be smooth and easy. I've been a very happy client of iTrust Capital for about 4 years now and it's because of the excellent people that go out of their way to be helpful in any situation that comes up. Every time I've had a concern (or even a complaint issue), the result was complete satisfaction.
Business response:
Thank you, Jerry! It's incredibly rewarding to know you've been a happy client for four years, and that our team consistently delivers the support and care you deserve.
Walter was great Walter was great! Very patient and knows his job well! I can tell he is a nice human being!
Business response:
Thank you, Jerrald! It means a lot to know Walter's genuine care came through in your experience.
Alyssa Ebner was extremely helpful and… Alyssa Ebner was extremely helpful and very expedient with an emergency request I had. The iTrust team has always gone above and beyond to do their best to help with Rollovers, distributions and any questions that I have had regarding my Roth IRA. The customer service Alyssa gives keeps me referring friends and family to iTrust Capital. Thanks!
Business response:
Thank you, Justin! We truly appreciate your continued trust and the referrals you’ve sent our way.
Darya is awesome! I had a fantastic experience with iTrustCapital, thanks in large part to the outstanding service provided by Darya. She walked me through the process step by step and even reached out by phone to ensure everything was running smoothly. There have been major improvements to the platform which gives me the confidence that my retirement monies are being handled properly.
Business response:
Thank you, Earle! We appreciate your trust in our platform. Feel free to reach out with any additional questions.
Great company Great company, very professional. Romeo was very helpful in assisting me with my IRA. I recommend them highly
Business response:
Thank you, Charlie! We are so glad to hear about your positive experience.
Good customer service Rafael was really helpful, and was able to help me all the way. Really good experience thanks to him.
Business response:
Thank you, Jeremy! We are glad to hear about your positive experience.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 14,270 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open on Monday at 7:00 a.m.