This profile has been claimed by the business owner or representative.
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 |
Alyssa Ebner was amazing Alyssa Ebner was amazing, extremely professional and very very prompt. If all companies had employees like her this world would be a better place.
Business response:
Thank you, Steven! Alyssa truly embodies the level of service we aim to provide.
Excellent customer service David made this very easy and has maintained contact, helping to ease tensions about potential errors. David’s knowledge and willingness to find out answers to my questions instead of telling me he didn’t know is the main reason I moved forward with Itrust over others as well as the reason my husband will likely also open an account.
Business response:
Thank you! We’re honored you chose iTrustCapital and we’d be more than happy to support your husband’s financial journey as well.
Excellent. Excellent.
Business response:
Thank you the positive feedback!
Excellent FinOps Specialist Alyssa Ebner has been nothing short of Prompt, Friendly and Professional. She helped me expedite a distribution which I received in less than a week. When I have future business with iTrust Capital I hope to deal with Alyssa again.
Business response:
Thank you! It’s great to know Alyssa helped expedite the process smoothly and efficiently.
New Roth IRA… The process of opening a Roth IRA was very easy and smooth. Romeo was very helpful confirming my account was set-up and all requirements met.
Business response:
Thank you! We are so glad Romeo was able to help you out. Feel free to reach out to us with any further questions.
Worked with Jett Worked with Jett, knowledgeable, very helpful and easy to work with. He was able to solve issue and went the extra mile to ensure I was satisfied. I will ask for him when I call again
Business response:
Thank you, Chris! It’s great to know Jett made your experience a positive one. We look forward to assisting you again.
I had questions about my rollover and… I had questions about my rollover and Jeff helped answer them quickly. I trust capital has a much better customer service experience than most companies these days especially compared to my previous retirement account providers
Business response:
Thank you, Dan! Delivering exceptional service is a top priority for us, and we truly appreciate your trust.
Professional support I do not hold an iTrust account, but I found their contact support to be very professional and patient while I drilled them with many questions regarding account features. Thanks to Josh.
Business response:
Thank you, Sera! We’re always happy to help, and we appreciate your interest in iTrustCapital.
Excess contribution withdrawal The responsiveness of the team to my multiple questions regarding the withdrawal process. Joshua Alvarez, in particular, was extremely patient and helpful in coordinating it and expediting it. I felt comfortable in his capacity and with his competence.
Business response:
Thank you, Karen! We always strive to provide a client-first service and it's wonderful to hear that your experience reflects that.
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.