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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 |
Distribution process. This morning I called about my distribution and talked with Romeo. He explained to me in detail how long the process takes and what I should expect in the next couple of days. The frequently ask quetion is great but person to person is better for me. I seem to get more questions answered with a person then a AI or a bot. I recommend not to get rid of person to person altogether in the futere. Instead, give the customer the option to pay for person to person. Some of the vintage folks like myself feel mo... read more
Business response:
Thank you, Jose! We’re so glad that Romeo provided detailed guidance on your distribution and helped set the right expectations. Please feel free to reach out to us with any additional questions.
Very respectful and knowledgeable about… Very respectful and knowledgeable about the nature of my issue.Customer rep Jilian was helpful in explaining in detail of what my concern was. Also he did a over the phone walk through with me to ensure that my issue would be resolved appreciate it very much thank you.
Business response:
Thank you, Michael! We’re glad that Julian provided knowledgeable support and took the time to walk you through everything step by step. Please feel free to reach out with any additional questions.
Knowledgeable and quick agent. Knowledgeable and quick agent.
Business response:
Thank you for the positive feedback, Juan!
The customer service at this company is… The customer service at this company is amazing! Romeo explained everything and made me feel assured about my account.
Business response:
Thank you! We're glad Romeo could reassure you about your account. Feel free to reach out with additional questions.
So far, so good. These guys are real. I have been working with ITrust since early March and now have 2 Roth accounts in play. So far everything has gone very well and it is nice to be able to talk to a real person rather than robots and answering services in a foreign country. All in all I couldn't be happier. They are very helpful and talk facts, not sales pitches. I am confident they will be a 5-star review in the near future as i get more familiar with them and understand how to use their investment tools. Today I was wor... read more
Business response:
Thank you, Jeff! We’re glad Romeo was able to walk you through the setup and funding process so efficiently. We appreciate your trust as you continue getting familiar with the platform. Please feel free to reach out with any additional questions.
Great Experience Chris was fantastic in the assistant that we needed. He was very patient, kind and helped us accomplish the task we were wanting to accomplish. We are very satisfied with this company.
Business response:
Thank you, Michael! We’re glad that Chris provided support while helping you accomplish your goal. Please feel free to reach out with any additional questions.
I wanted to transfer funds from a 401k… I wanted to transfer funds from a 401k into a new Roth IRA with ITrustCapital and was nervous about making a mistake and Josh helped me in mins and it was extremely easy. I’m very glad I gave them a call though, it made an easy process not only easy but stress free!
Business response:
Thank you, Michael! We’re glad that Josh was able to step in and make your transfer stress-free. Please feel free to reach out with any additional questions.
It is fantastic to speak to a live… It is fantastic to speak to a live person and rafael answered all of my questions and assisted me in a rollover.
Business response:
Thank you, Marie! We’re so glad that you had a good experience speaking with Rafael. Please feel free to reach out with any additional questions.
Romeo was very helpful Romeo was very helpful. Explained the rollover process and made everything simple and easy. Love the retirement options available.
Business response:
Thank you, Wynter! We're glad Romoe was able to assist you with the rollover. 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 17,559 reviews.
When is iTrustCapital open?
iTrustCapital is open now. It will close at 5:00 p.m.