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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 |
Customer Service Inquiry Customer Service Inquiry Mo was excellent in assisting me and answering all my questions!
Business response:
Thank you, Edward! It means a great deal to know that Mo was able to provide you with a positive experience in addressing your questions.
Romero was amazing Romero was amazing! Super helpful and patient!
Business response:
Thank you, Armand! Providing supportive, client-focused service is what we strive for, and we’re happy Romeo delivered on that.
Romeo was extremely helpful I spoke with Romeo he was extremely helpful and patient. He was on point with everything he said and made everything easy to understand.
Business response:
Thank you! We are so glad you had a good experience with Romeo.
Transfer of Funds to ITrust Capital I just completed a partial transfer of assets to ITrust Capital from another IRA company. I love what ITrust offers! My representative David was very knowledgeable and helpful…most importantly he was patient with my questions and super grateful for his patience assisting me!!! Thank You David!!! Thank You ITrust Capital!!!
Business response:
Thank you, Chris! We're so happy to hear that your partial transfer went smoothly and that you’re loving what iTrustCapital offers.
Romeo was great Romeo was great. Walked me through a roth to roth capital exchange and explained how it would go and when it might be completed. It made this very easy.
Business response:
Thank you, Mike! We're happy Romeo was able to simplify this process for you.
Customer Service is always there and… Customer Service is always there and FAST
Business response:
Thank you, James! Your kind feedback is much appreciated.
We are so happy to be part of the… We are so happy to be part of the iTrust Family!! Josh C. goes above and beyond each time we call in!! We love that this office is US based! Thank you team for always answering the phone with a smile and best customer service!
Business response:
Thank you, Katie! We're so happy to have you as part of the iTrustCapital family. Feel free to reach out with any additional questions.
Josh who assisted me was professional, courteous, knowledgeable and patient! Josh who assisted me was very professional and knowledgeable. He was patient as this was the first time working with iTrustCapital. Look forward to many years of great service and business with them. Thank you Josh 🙏🏻
Business response:
Thank you, Craig! We look forward to supporting your financial journey ahead.
Josh B is my go to guy at itrustcapital… Josh B is my go to guy at itrustcapital as he is patient, answers all my questions, and beyond helpful as a new user of itrust
Business response:
Thank you, Joey! It means a great deal to know Josh has been such a reliable and supportive resource for you as a new client.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 14,731 reviews.
When is iTrustCapital open?
iTrustCapital is open now. It will close at 5:00 p.m.