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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 |
I have always had a very good… I have always had a very good experience when I call into. I trust capital everybody is very friendly very helpful and I always hang up the phone really feeling good having my SEP IRA there. Their customer support is very professional.
Business response:
Thank you, Don! It's great to know that you've been satisfied with the support you have received.
Francisco has been a tremendous help… Francisco has been a tremendous help during my initial on-boarding! Great service and a pleasure to be able to quickly reach him for questions.
Business response:
Hi Kerry! We're so glad that Francisco was able to assist you during your onboarding.
Account set up … Francisco was very helpful and polite helping in setting up account
Business response:
Thank you, AJ! We're glad Francisco was able to help you out.
David is a quintessential … David is a quintessential professional. He was very patient and understanding of my situation and offered an immediate solution to my problem. Thank you David and much continued success to you, my friend!
Business response:
Thank you, Redy! We’re so glad David was able to provide patient support and help resolve your situation quickly. Feel free to reach out to our team with any additional questions.
I needed help with a transfer of funds… I needed help with a transfer of funds and Romeo was a great help. He answered all of my questions and assisted me with my transfer. Thank you very much Romeo for your help! D. Gagnon
Business response:
Thank you, Dale! Providing clear and supportive service is always our goal, and we’re happy you had such a positive experience.
Excellent customer service Aniah was very responsive and helpful in guiding me through the funding process. I have had nothing but excellent customer service thus far!
Business response:
Thank you, Stacy! It’s wonderful to hear that you’ve consistently had excellent customer service with us.
Fuji was outstanding Fuji was outstanding. Very clear concise instructions and helped me finish paperwork very quickly and efficiently. The timing helped me save a lot of money as I caught a market dip that lowered my tax liability. A+ experience!
Business response:
Thank you, Ryan! It’s great to hear that the timing worked out to your benefit, and we’re thrilled you had such a positive experience.
I needed assistance in conducting a… I needed assistance in conducting a rollover to itrust Romeo was great in helping facilitate the initial setup and I am pleasantly surprised with being helped by an actual person keep up the good work…..
Business response:
Thank you! Having real people ready to assist is something we take pride in, and it’s wonderful to hear that it made a difference for you.
Josh B was very helpful with assisting… Josh B was very helpful with assisting me getting my account set up.
Business response:
Thank you, Kareem! We're glad Josh was able to help set your account up. Feel free to contact us with any additional questions.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 15,652 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open on Monday at 7:00 a.m.