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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 |
Excellent Experience with Distribution Excellent Experience with Distribution. Clear instructions, communication and execution. Thank you Joshua!
Business response:
Thank you, Becky! We are so pleased that Joshua made the distribution process easy and efficient.
Kudos to Joshua Alvarez I want to give a special shout out to Joshua Alvarez, who helped me with my recent Roth IRA distribution. Originally, the process was extremely distressing and took so long that I left for a two week vacation in France and my request was dropped. Very poor customer relations as far as I was concerned. when I returned from my holiday, I learned that my request was no longer valid and Joshua walked me through the process and expedited my request so that my money arrived within three days. He was always ... read more
Business response:
Hi, Mark. Thank you for sharing your experience. We’re truly sorry to hear that the initial handling of your Roth IRA distribution fell short of expectations, and we’re glad to hear that Joshua was helpful. If you have any additional questions or concerns, please let us know; our team is here to help!
Ayrton very professional… Ayrton was very prompt about assisting with a three installment transition. It makes such a difference when people are respectful and receptive when working with us.
Business response:
Thank you! Respectful and attentive service is something we deeply value, and it's wonderful to know your experience reflected that
Very responsive and helpful Jett at iTrust Capital was super helpful and responsive, I wish the rest of my family and friends were as quick to reply as he was. He was able to walk me through rolling over my IRA from my previous employer without any hiccups. From my experience with them this far, I would highly recommend Jett and the rest of the iTrust Capital team. S/F
Business response:
Thank you, Cole! It means a lot to receive your recommendation, and we’re honored to have your trust.
I got on the phone and called I got on the phone and called, immediately my questions are answered. It is very quick and Walter is very knowledgeable， with good nformation provided to me.
Business response:
Thank you, Kim! We're happy to hear that you received responsive support.
I have made a couple of transactions… I have made a couple of transactions recently that I was unfamiliar with and both Chad P. And Josh C. Have been very responsive and guided me through the process each time. It is a pleasure doing business with them.
Business response:
Thank you, Dennis! We’re so glad to hear that both Chad and Josh were responsive and helpful in guiding you through your recent transactions.
Great service from iTrustCaptial I’ve been with iTrustCapital for many years, and I continue to be impressed by the outstanding level of service they provide. Jeff, in particular, has been excellent to work with—always responsive, professional, and thorough in handling my account requests. I truly appreciate the attentive customer service and the consistent follow-through. It’s reassuring to know my retirement investments are supported by a team I can trust.
Business response:
Thank you, Curtis! It means a lot to know that you had a positive experience. We appreciate you as a valued client of many years.
Great service by Jeff and Fuji! Great service by Jeff and Fuji!
Business response:
Thank you! We appreciate your kind words.
David Cruz gave me excellent and… David Cruz gave me excellent and sustained help on establishing and funding my account. I needed lots of help and David was very patient and was a prompt and efficient communicator over all methods.
Business response:
Thank you, Frank! We’re so pleased to hear that David Cruz provided you with consistent support while getting your account set up and funded.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 14,424 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open on Monday at 7:00 a.m.