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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 |
Romeo was very helpful Romeo was very helpful, courteous and quick. Very satisfied with his service
Business response:
Thank you, Rick! We appreciate your kind words. Feel free to reach out to us with any additional questions.
Chris Rojas was very helpful Chris Rojas was very helpful
Business response:
Thank you, Noah! We are glad that you had a positive experience with Chris.
Romeo has been amazing Romeo has been amazing, very professional, he has answered all our questions helping my husband and I transfer our IRAs to i.Trust Capital from Fidelity. No issues on their end only a couple on Fidelitys end, but everything went well. Thank you Romeo!! JR
Business response:
Thank you, JR! It’s great to know Romeo was able to answer all your questions and make the process as smooth as possible.
Bobby Bobby Very friendly and very helpful. Helped with all questions rightway
Business response:
Thank you, Will! We are so glad Bobby was able to support you right away.
Man customer service at I trust capital… Man customer service at I trust capital is awesome Mr David Cruz was patient kind and helped me solve the problem I had with my account!
Business response:
Thank you, William! We’re proud of our client experience team and appreciate you recognizing the care we strive to provide.
David was excellent. David was excellent. Knowledgeable and answered all of my questions.
Business response:
Thank you, Darin! It means a lot to know that you had a positive experience.
I had a few detailed questions on… I had a few detailed questions on rolling over funds and Andrew V was a huge help he walked me through everything. Very supportive and made everything easy.
Business response:
Thank you, Gio! Making complex processes feel simple and stress-free is what we aim for, and we’re happy to know Andrew delivered just that.
Romeo was fantastic! Romeo was fantastic at assisting me with all of my questions and changes. Took the time to walk me through what I would need to do next so that it will be a bit familiar. Thank you!
Business response:
Thank you, Karyn! Providing knowledgeable, patient support is exactly what we strive for.
Excellent Excellent. David really jumped in and assisted with a complex Scwab transfer headache.
Business response:
Thank you! We are glad David was able to assist you with your transfer. Feel free to reach out if you have additional questions.
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 closed now. It will open on Monday at 7:00 a.m.