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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 |
Excellent. Excellent.
Business response:
Thank you the positive feedback!
New Roth IRA… The process of opening a Roth IRA was very easy and smooth. Romeo was very helpful confirming my account was set-up and all requirements met.
Business response:
Thank you! We are so glad Romeo was able to help you out. Feel free to reach out to us with any further questions.
Worked with Jett Worked with Jett, knowledgeable, very helpful and easy to work with. He was able to solve issue and went the extra mile to ensure I was satisfied. I will ask for him when I call again
Business response:
Thank you, Chris! It’s great to know Jett made your experience a positive one. We look forward to assisting you again.
I had questions about my rollover and… I had questions about my rollover and Jeff helped answer them quickly. I trust capital has a much better customer service experience than most companies these days especially compared to my previous retirement account providers
Business response:
Thank you, Dan! Delivering exceptional service is a top priority for us, and we truly appreciate your trust.
Professional support I do not hold an iTrust account, but I found their contact support to be very professional and patient while I drilled them with many questions regarding account features. Thanks to Josh.
Business response:
Thank you, Sera! We’re always happy to help, and we appreciate your interest in iTrustCapital.
Excess contribution withdrawal The responsiveness of the team to my multiple questions regarding the withdrawal process. Joshua Alvarez, in particular, was extremely patient and helpful in coordinating it and expediting it. I felt comfortable in his capacity and with his competence.
Business response:
Thank you, Karen! We always strive to provide a client-first service and it's wonderful to hear that your experience reflects that.
Another great interaction with iTrust and Josh Alverez Another great interaction with iTrust and Joshua Alverez! Not many customer service organizations or people actually put their customers first, so this is a nice break from the hassles of what has become "normal" (meaning poor) customer service. Thanks Joshua, for common sense customer service and making the effort to do it right.
Business response:
Thank you, John! We appreciate your kind words. Please feel free to reach out with any further questions!
Process was easy and timely The prep communications from the iTrust people involved in my request was excellent
Business response:
Thank you, Jerry! Feel free to reach out with any additional questions.
Excellent customer service Excellent customer service Thanks Julian foe your service support
Business response:
Thank you for your positive feedback!
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 14,662 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open tomorrow at 7:00 a.m.