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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 |
professional and helpful Francisco was professional and helpful
Business response:
Thank you, Yong! We appreciate your kind words.
My first attempt at a transfer had some… My first attempt at a transfer had some missing or incorrect items. Jeff listed the items, I corrected and the transfer was efficiently initiated. Perfect way to handle the situation.
Business response:
Thank you, Tom! k. It’s great to know the situation was handled smoothly and effectively. Feel free to reach out to us with any additional questions.
GREAT EXPERIENCES so far... GREAT EXPERIENCES so far... Staff has been very helpful and very professional. From account initiation and funding, to IRA COVERSIONS.
Business response:
Thank you! We're are so glad that you had a positive experience.
The iTrust Relationship Management Team The iTrust Relationship Management Team, Sydney, Josh, and Chris, has been extremely prompt in communicating and assisting me with funding my accounts with iTrust Capital. Kudos to you all.
Business response:
Thank you, Ernie! Our team's commitment to clear communication and client care is exactly what we strive for. Kudos right back to you for being a valued part of our community.
Alyssa Ebner's detailed instructions… Alyssa Ebner's detailed instructions made the application for disbursement extremely easy to understand and complete each task. Kudos to her and her knowledge and professionalism.
Business response:
Thank you, Derrick! Alyssa's knowledge and attention to detail are a true asset to our team.
Great IRA Set-up Experience at iTrustCapital Romeo D and his team at iTrustCapital truly exceeded my customer service expectations in every aspect of my Roth IRA rollover. Romeo clearly explained the details of the transfer and very kindly and patiently assisted a really "un-savvy-tech" person with each step of the process. The team quickly coordinated with my former custodian and Romeo's follow- through has been amazing! The professionalism and commitment to client success demonstrated by this group has convinced me that th... read more
Business response:
Thank you, Neysa! Guiding you clearly and patiently through each step, especially when navigating unfamiliar technology, is our goal. Feel free to reach out to us with any additional questions.
Fast service Fast service, professional and courteous.
Business response:
Thank you, Van! We appreciate your positive feedback.
Romeo helped me out today over the… Romeo helped me out today over the phone. Very friendly and helpful guy. I was trying to rollover my roth and traditional to Itrust and Romeo was super informative and made it easy for me to do so.
Business response:
Thank you, Eric! We're so glad Romeo was able to provide you with thorough guidance. Feel free to reach out to us with additional questions.
Thank You Thank you, Alyssa Ebner, for making the distribution from my iTrust IRA so simple and speedy. Your easy to understand instructions helped me to fill out the form without a glitch.
Business response:
Thank you, Phyllis! We're so glad Alyssa was able to guide you without any complications.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 14,972 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open on Monday at 7:00 a.m.