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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 |
I want to first of thank Mohannad from… I want to first of thank Mohannad from ITrustCapital’s customer service team. He was completely professional and helpful in helping me do a “ Conversion “ from a Traditional Roth, over into a Roth IRA. It was very easy and Mohannad was awesome!! I’m super grateful for being apart of ITrustCapital family, because that’s the way they make me feel with their customer service support team!! I highly recommend world, step your ITrustCapital game up 🤭🤭!! Blessings 🙏🏽🙏🏽
Business response:
Thank you, Kareem! We truly appreciate your kind words and positive energy. We’re so glad to hear that Mohannad provided helpful support while guiding you through your conversion. Please feel free to reach out with any additional questions.
Romeo was friendly and able to answer… Romeo was friendly and able to answer all of my questions in a brief amount of time.
Business response:
Thank you, Kit! We're glad Romeo was able to assist you! Feel free to reach out to us with any additional questions.
I called in to ask about the status on… I called in to ask about the status on my rollover and had the pleasure to speak with Rafael. He was very helpful and answered all my questions and concerns.
Business response:
Thank you, Ernie! We're glad Rafael was able to assist you with your rollover. Feel free to reach out with additional questions.
Julian was very helpful in explaining… Julian was very helpful in explaining the benefits and limitations of the Roth Ira I'm looking into. As well as how it could and couldn't be funded. All around very friendly, courteous, kind and and professional.
Business response:
Thank you, Peggy! We're glad Julian was able to assist you with more information on the IRA. Feel free to reach out to us with any additional questions.
My traditional IRA from Fidelity… My traditional IRA from Fidelity transfer to an iTrust Capital Roth IRA was made easy. The customer service has been prompt and courteous. I look forward to a long and prosperous relationship.
Business response:
Thank you, Freddie! We're glad your transfer was easy with the help of our team. Feel free to reach out to us with any additional questions.
My transfer was very professionally… My transfer was very professionally managed. Rafael was on top of things the entire time and was very helpful and efficient. Made it a pleasant experience. Thank you
Business response:
Thank you, Thomas! We're glad Rafael was able to stay on top of everything. Feel free to reach out to us with any additional questions.
5 Stars for iTrust Capital iTrust is very efficient at processing requests. Jonathan is an excellent communicator. He left me messages and voicemails to let me know the progress and responded to my questions.
Business response:
Thank you, Debbie! We're glad Jonathan was able to assist you with your requests. Feel free to reach out to us with any additional questions.
Jonathan was very helpful in processing… Jonathan was very helpful in processing my rollover to the iTrust Capital platform. Highly recommend.
Business response:
Thank you, Cody! We're glad Jonathan was able to assist with processing your rollover. Feel free to reach out to us with any additional questions.
Josh was super patient Josh was super patient, professional, and very helpful! Thank you Josh!
Business response:
Thank you, James! We're glad Josh was able to assist you. Feel free to reach out to us with any additional questions.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 17,225 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open at 7:00 a.m.