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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 friendly Romeo was very friendly, knowledgeable and professional while helping me negotiate the funding/conversion of my account rollover.
Business response:
Thank you, Dana! We're so glad Romeo was able to help you out with the conversion. Please feel free to reach out to us with any additional questions.
Jett from itrust capital was very… Jett from itrust capital was very professional and friendly to work with. I feel much safer having assets stored with them!
Business response:
Thank you, Andrew! We're glad you had a positive experience with Jett. You're always in good hands with our team.
Talked to Romeo on the phone because I… Talked to Romeo on the phone because I needed help finishing up my roll over from my employers 401 k plan , he was super patient and answered all my questions , in fact everyone I talked to at Itrust capitol was very helpful.
Business response:
Thank you! We’re so glad to hear that Romeo and the rest of our team were able to make your 401(k) rollover process smooth and easy.
Great customer service I created my iTrustCapital account, but was having a problem activating my account. Francisco from iTrustCapital called me when he realized I was having a problem before I even had to call them about it. That's great customer service! He resolved my issue quickly
Business response:
Thank you, Veronica! We're glad Francisco was able to be proactive in addressing your issue. Feel free to reach out to us with any additional questions.
Josh B Expert Advice & Patient Josh B. was considerate, knowledgeable and respectfully patient. Thank you.
Business response:
Thank you, Brian! We're pleased to know that you had a good experience with Josh.
ITrustCapital is on it a 100% ITrustCapital is on it. Rolled over an old 401k with ease. They called to guide me through steps and answered all my questions. Big Thank you to Jeff Carpizo!! For following up and Emailing those links made it so easy to finalize my rollover.
Business response:
Thank you, Jose! We're so happy Jeff could assist you with your rollover. Feel free to reach out to us with any additional questions.
Great customer service I’ve had to use customer service twice at iTrust Capital and both Josh and Francisco nailed it. I always feel like customer service is a great representation of the company. I am pleased to have recommended them. Mike
Business response:
Thank you, Mike! It's good to know that you've had a great experience with our team, especially Josh and Francisco.
Good job by Julian Julian was excellent at answering my questions about my initial Premium Custody Account deposit. Thank you.
Business response:
Thank you! We're glad Julian was able to answer your questions. Feel free to reach out to us with any additional questions.
Francisco Mondragon was great Francisco Mondragon was great in helping me understand the process I need to do to roll over my 401K to my IRA. Thanks again
Business response:
Thank you, Jon! We’re happy to hear Francisco was able to clearly guide you through your rollover process. Feel free to reach out to us with additional questions.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 17,112 reviews.
When is iTrustCapital open?
iTrustCapital is open now. It will close at 5:00 p.m.