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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 |
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.
Another great interaction with iTrust and Josh Alverez Another great interaction with iTrust and Joshua Alverez! Not many customer service organizations or people actually put their customers first, so this is a nice break from the hassles of what has become "normal" (meaning poor) customer service. Thanks Joshua, for common sense customer service and making the effort to do it right.
Business response:
Thank you, John! We appreciate your kind words. Please feel free to reach out with any further questions!
Process was easy and timely The prep communications from the iTrust people involved in my request was excellent
Business response:
Thank you, Jerry! Feel free to reach out with any additional questions.
Excellent customer service Excellent customer service Thanks Julian foe your service support
Business response:
Thank you for your positive feedback!
Had a superb experience today with the… Had a superb experience today with the very skillful and patient guidance from Josh B. He patiently and professionally guided me through what otherwise would have been an extremely challenging process. Very impressive.
Business response:
Thank you, Jeff! We appreciate you sharing your positive experience with Josh.
Valued I spoke with Mohannad this morning. This gentleman was professional, knowledgeable and very patient with me. I asked his help to transfer my Roth IRA at an institution to iTrust. I was also opening an IRA at iTrust. I appreciate that. I felt valued and respected.
Business response:
Thank you, Nathalie! Making our clients feel valued and respected is exactly what we strive for. We look forward to supporting your financial journey.
Support people are important! I have owned a Roth IRA for sometime now. Today I was interested in the Premium Custody Account, it is new. So I needed some help and Francisco was the agent that took my call. He was very helpful and put my mind to rest about the new process for the PCA’s. Thank you ITrustCapital and thank you Francisco!
Business response:
Thank you, James! We're glad to hear that Francisco was able to provide the clarity and reassurance regarding our PCA.
Thank you! I recently had an unexpected medical incident and found i needed to withdraw funds. My telephone call was immediately answered, my questions responded to accurately, and instructions given to me patiently. Online, the speed at which i got the responses was not only surprising, but extremely comforting, during a time when worry about finances was at a high point for me. Alyssa Ebner, who kept me informed at every step of the way, was great! Thank you!
Business response:
Thank you, Becky! We're truly sorry to hear about your medical situation and hope you're on the path to a full recovery. It means a great deal to know that Alyssa was able to provide the support you needed.
Great Customer Service I called in today to get the status of a letter of acceptance that I need to complete my 401k rollover and I spoke with Francisco Mondragon and he was very helpful and forwarded my email to correct department that will generate the letter. Overall great experience
Business response:
Thank you, Patrizio! We appreciate your feedback and are happy to know you had a great experience with our team.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 14,271 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open tomorrow at 7:00 a.m.