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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 |
Francisco was very helpful and… Francisco was very helpful and knowledgeable walked me through my application on my rollover and explained what to do next 🙏
Business response:
Thank you, Hector! We’re glad Francisco was able to walk you through your rollover application with clear guidance.
Rollover Roth IRA with ease and great customer service I have put off cashing out my Roth IRA for many years because it seemed complicated and the penalties are high. I heard about Itrust Capital and decided to give them a try. I am very pleased with the results. The steps were short and simplified. From the beginning of the Rollover to the deposit of funds into my new account, I was informed of the process throughout which was very nice. Francisco was always available to walk me through it or answer any questions. I didn't ... read more
Business response:
Thank you! We’re so glad to hear your rollover experience was smooth. Feel free to reach out to us with any additional questions.
Very helpful and follows up when they… Very helpful and follows up when they say they will. Made things really easy.
Business response:
Thank you for the positive feedback, Michael!
Raphael was a great help Raphael was a great help. Reassuring and he clearly understood my concerns. A very good experience for a tech support call.
Business response:
Thank you, Brian! We’re glad Rafael was able to provide a reassuring support experience.
Darya in FinOps was very pleasant and… Darya in FinOps was very pleasant and helpful even when I told her she was mistaken in a document that I sent. I'm not tech savvy at all and I was the one who was wrong by sending the wrong document. Also Sydney was also very helpful in getting my documents to Darya.
Business response:
Thank you, David! We’re so glad Darya and Sydney were able to assist you with handling your documents.
Rafael was very pleasant Rafael was very pleasant, helpful, and patient. 😊
Business response:
Thank you for the positive feedback, David!
We love ItrustCapital We love ItrustCapital Amazing customer service for sure!! Specially Chris Lee amazing thank you so much for all your help!!
Business response:
Thank you, Deibis! We’re so glad you’ve had an amazing experience with our team.
Jeff and Fuji are both very helpful and… Jeff and Fuji are both very helpful and good communicators. Kept me informed every step of my Roth Conversion.
Business response:
Thank you, Steve! We’re so glad Jeff and Fuji kept you informed every step of the way.
Quick Quick, easy, courteous assistance, thank you!
Business response:
Thank you for the positive feedback, Ryan!
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 15,176 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open at 7:00 a.m.