This profile has been claimed by the business owner or representative.
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 |
Jeff followed up by email Jeff followed up by email. I was thrilled that he did. The front office people on the phones do not seem very helpful.
Business response:
Hi, Timothy. We’re glad that Jeff was able to help. As for our open line team members, this is not something that we hear very often. Perhaps Jeff was more knowledgeable about your specific situation because he was actively working on it in our FinOps department.
Company and staff do not disappoint. Representative Raphael was very helpful and went out of his way to help me solve the problem.
Business response:
Thank you, Julsay! We are so glad that Raphael was able to address your concerns.
Rollovers Great conversation about how to get it done
Business response:
Thank you, Robert! We appreciate your positive feedback.
Joshua Alvarez - Quick Response, Quality Service Joshua Alvarez responded to my IRA distribution request within minutes of me placing the request. His communication and information was very clear and helpful and he was able to get my distribution processed within an hour or two of the initial request. I would definitely recommend his service to anyone.
Business response:
Thank you, Benjamin! We're proud to have Joshua on the team and truly appreciate your recommendation.
Jeff and Fugi Review Jeff and Fugi were quick to answer my questions and do the conversion on my ROTH IRA Account. Quick and easy.
Business response:
Thank you, John! We appreciate you taking the time to share your positive experience with Jeff and Fugi.
David Cruz was very professional and… David Cruz was a very professional and knowledgeable Support contact. My issue was resolved in just a few minutes.
Business response:
Thank you, Tedd! Delivering quick and professional service is what we strive for, and it's great to know your issue was resolved smoothly.
David was great David was great. He resolved my problem quickly. He is knowledgeable and friendly. Good combination
Business response:
Thank you, Jean! It's good to know that your issue was resolved in a timely manner.
David Cruz is exceptional David Cruz is exceptional! Today he was very helpful assisting me and my husband complete a wire transfer Thank you iTrustCapitol for providing great Customer Service representatives, and Thank you David.
Business response:
Thank you, MaryLee! We appreciate you and your husband for being a valued client.
iTrustCapital Distribution, Josh Alvarez I submitted a distribution request from my Roth IRA this morning. In less than 2 hours everything was completed and processed thanks to Josh Alvarez. Josh made the process a breeze and quickly processed all my submitted information via the document portal. I greatly appreciate the expedience he provided in serving my needs. Josh Rocks !!!
Business response:
Thank you, Jimmy! We're thrilled to hear that Josh was able to make your Roth IRA distribution process so seamless.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 14,447 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open tomorrow at 7:00 a.m.