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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 |
Wonderful experience! Wonderful experience! Josh Alvarez the financial specialist, who took care of my request, was knowledgeable, helpful and extremely efficient. He explained everything in detail, and was able to help me complete everything very quickly! I highly recommend I Trust Capital!
Business response:
Thank you! We’re so glad Josh was able to provide clear, efficient support and make your experience a wonderful one.
The question I aske about a roth irad was answered… The question I asked was answered almost immediately. And professionally. Great customer service, thank you 😊
Business response:
Thank you, Jon! We’re so glad our team could provide you with a quick and professional response. Feel free to reach out to us with any additional questions.
Romeo helped me verify that my rollover… Romeo helped me verify that my rollover was initiated and processed correctly, which had been on my mind. Appreciate you dude!
Business response:
Thank you, Cullen! We’re glad Romeo was able to provide clarity and peace of mind by verifying your rollover.
Brendan SOL Staking Call Had a good conversation talking with Brendan about SOL staking; iTrust's process for vetting and adding assets to the suite available for purchase; other assets that will be available for staking; and market trends in light of Congress passing new legislation. I have a gift of gab and probably kept Brendan on the line longer than he is supposed to. It was a good conversation.
Business response:
Thank you, Jess! We’re glad Brendan could provide a thoughtful and informative conversation on staking, assets, and market trends.
Ayrton was quick to confirm my… Ayrton was quick to confirm my transactions. Everything was seamless. Highly recommend.
Business response:
Thank you! It is good to know Ayrton was there to ensure everything went well.
Very helpful company I am in the process of rolling over my TSP into iTrust Capital. I noticed in the process, that the information was off by a letter, (my rollover check read "iTrust Capitol.") My rollover check was already in the mail, and so I called iTrust Capital's representative Romeo, and I asked if the check would be okay, he got back to me within 30 minutes, and said that the check in it's current state will work! I've dealt with Romeo twice already, and both times he's been the best. Customer service has been 10/1... read more
Business response:
Thank you! We’re so glad Romeo was able to quickly provide reassurance and handle your rollover situation. We appreciate you sharing your 10/10 experience with our team!
New Customer I put in plenty of research into a new account, for about 2 months. I decided to call the # and have a rep get me started. A profoundly easy & professional experience. Francisco & Jonathan got me going. Answered all my questions to the best of their ability, & I had plenty. They also followed up w/ me regularly for the onboarding process. This is massive. Most platforms get you started and then you NEVER hear from them again. They never follow up. Not the crew at ITrust. They want you succeed. Keep up the good w... read more
Business response:
Thank you! We’re so glad Francisco and Jonathan made your onboarding experience easy. We appreciate you for highlighting their follow-up and care. We truly want every client to succeed.
Romeo was helpful with my rollover… Romeo was helpful with my rollover request, I was able to get the ball rolling within 30 minutes, now it's just a matter of sending the checks and deposit into my IRA and ROTH account, thank you
Business response:
Thank you! We’re glad Romeo was able to quickly assist with your rollover request and get everything moving smoothly. Feel free to reach out with additional questions.
I transferred an IRA and the process… I transferred an IRA and the process was very simple. Jonathan from the itrust team was proactive and responsive and the ability to deal with a real person who cares about customer satisfaction iced the cake. Highly recommend itrust.
Business response:
Thank you, Travis! We’re so glad Jonathan made your IRA transfer simple with proactive and responsive support. We truly appreciate your recommendation.
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 open now. It will close at 5:00 p.m.