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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 |
Franncisco Courteous & Helpful Franncisco was very courteous and helpful in getting back into my account after I got locked out. Also gave good explanation of the different types of accounts.
Business response:
Thank you, Derek! We're glad Francisco was able to assist you. Feel free to reach out to us with any additional questions.
Rollover Forms Romeo cleared up all the forms needed and where to access them in the system. He definitely saved time in the rollover process.
Business response:
Thank you, Richard! We're glad Romeo was able to assist you with the rollover. Feel free to reach out with additional questions.
Great Customer Service So far so good. the hardest part is actually getting this set up and moving the assets. I worked with Romeo, he was great is helping me understand the process.
Business response:
Thank you, William! We're glad Romeo was able to help you understand the process. Feel free to reach out with additional questions.
Chris Lee with itrust is an amazing… Chris Lee with itrust is an amazing asset to itrust! I was having issues with setting up an account and he was professional, courteous,knowledgeable and most of patient. Really pleasant to work with on the phone!! Thank again Chris Lee for all your help.
Business response:
Thank you, Josep! We're glad Chris was able to assist you and resolve your issue. Feel free to reach out to us with additional questions.
Andrew was very helpful in helping me… Andrew was very helpful in helping me get my transfer done correctly.
Business response:
Thank you, Gene! We're glad Andrew was able to assist you with your transfer. Feel free to reach out with additional questions.
Francisco and ITrust Francisco did a great job of answering my questions and getting back to me in very timely manner. You made the process much easier.
Business response:
Thank you! It's good to know Francisco was able to make the process easier for you. Feel free to reach out to us with additional questions.
Great customer service Rafael was very attentive and patient! He answered everything to help me better understand what I was attempting to do. He was informative, knowledgeable of the task at hand and very much appreciated. It's good to have people like him to assist. Thank you so much
Business response:
Thank you, Limda! We're glad Rafael was able to assist you with the task at hand. Feel free to reach out to us with any additional questions.
My experience with Itrust Capital My experience with Itrust Capital, service, products, and representatives has been great. Chris answered all of my questions and helped with instructions for initiating a partial rollover from another institution. Not to mention the expansion of products/services for the future for clients.
Business response:
Thank you, Alfred! We're glad Chris was able to assist you with the rollover. Feel free to reach out with additional questions.
Ayrton was beyond helpful and provided… Ayrton was beyond helpful and provided thorough answers to all my questions. He not only gave me confidence in him but also gave me confidence in ITrust Capital and their products.
Business response:
Thank you, Alejandro! We're glad Ayrton was able to address your questions and instill confidence. Feel free to reach out to us with additional questions.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 19,081 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open on Monday at 7:00 a.m.