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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 |
Quick and easy Roth Conversion I have been using iTrust for years now and they’ve made things easier and easier when they first started. A Roth conversion seemed daunting starting off but it was a 5 min affair that was quick and seamless, assisted by Jeff and Fuji.
Business response:
Thank you! We appreciate you for being a valued client at iTrustCapital for the past few years.
Seamless and Efficient Alyssa Ebner is the best! This is the second time she's assisted me, and as always, she makes my transactions seamless and efficient. Thank you so much for providing an amazing service.
Business response:
Thank you, Cottie! We’re lucky to have her on the team, and we truly appreciate you recognizing her dedication.
Bobby was a great help, great representative of iTrust Bobby was a great help, professional, knowledgeable, and personable! Took the time to make sure everything was completed correctly and never rushed to get it done. Was very attentive to any questions I had and made sure if I had any more that he would be available to answer them when needed. Customer service is alive and well. Thank you Bobby and because of you I feel confident that being a part of iTrust will benefit myself and the company because you are there. You giv... read more
Business response:
Thank you! We're honored to be a part of your financial journey and look forward to supporting you for years to come.
Expedited Distribution It has been great working with Itrustcapital. Recently Joshua Alvarez expedited the distribution process accurately, courteously, and quickly. I’ve been a customer for several years now, and then improvements on the timelines of receiving this distribution has been great. I’m looking forward to getting involved in the custody opportunities that you have.
Business response:
Thank you, Angela! We appreciate you for being a valued client for several years. Please feel free to reach out if you have any questions about our custody account or any other concerns that may arise.
The experience couldn't have gone any… The experience couldn't have gone any better, I would like to thank Alyssa Ebner for her rapid responses.
Business response:
Thank you, Tracey! Feel free to reach out with any additional questions.
Josh was great! Josh was great!
Business response:
Thank you, Bailey! We appreciate your positive feedback.
Excellent customer service Excellent customer service. My family and I appreciate David and the team's patience and care in walking us through the rollover process.
Business response:
Thank you, May! It's always our goal to make these transitions as smooth and supportive as possible. We truly appreciate your trust in us.
Best customer service Amazing client service team! I had two different time-sensitive transfers recently. Each time the iTrust team responded to my request in very a timely and professional manner. Jefferey helped to expedite my transfers as I requested. Very impressive team!
Business response:
Thank you! We truly appreciate your trust in us and are proud to have such a dedicated team ready to help.
Talk to a human without long delay I was connected on the help line without any long hold, and Chris Lee assisted me with patience and courtesy. A fantastic team!
Business response:
Thank you, Sushil! We greatly appreciate your kind words. Feel free to reach out with additional questions.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 14,463 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open tomorrow at 7:00 a.m.