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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 |
RMD transfer I want to thank I- trust for providing me with such a patient and professional assistant, Raphael. Over a period of time he provided the information I needed to complete the tasks for my RMD request. I could not have accomplished this on my own.
Business response:
Thank you! We know how important it is to have clear and steady support during these steps, and it’s great to hear that Rafael made it easier for you.
Just wanted to share my experience with… Just wanted to share my experience with Itrust Capitol and its professional team while helping me through my roll over process.. Huge shout out to David for his patience and professionalism answering my questions and financial goals with ITrust.
Business response:
Thank you, Billy! It's good to know our team was able to help with your rollover process. Feel free to reach out to us with any additional questions.
Julian was very helpful and got my… Julian was very helpful and got my stagnant funding moving and answering the questions about moving retirements over. Thank you for hiring real and helpful people!
Business response:
Thank you, Brandon! We’re so happy to hear Julian was able to get your funding back on track and provide clear answers along the way.
Romeo was great in following up with me… Romeo was great in following up with me at all stages in opening an account
Business response:
Thank you, Mo! We're glad Romeo was able to assist you. Feel free to reach out to us with any additional questions.
Excellent Customer Experience! Josh C. handled a necessary Zoom call for us, and I was so impressed by his professionalism, active listening skills, and a can-do, will-do attitude. He was also very patient with me in answering several questions I had. He is an exemplary person in his field of work.
Business response:
Thank you, Raymond! Josh's dedication to helping clients and positive attitude truly exemplify our standard.
Easy IRA setup Mo talked me through the entire process of setting up my IRA. He made it simple and easy and he was able to answer all my questions. Thanks Mo.
Business response:
Thank you, David! We’re so glad Mo was able to make setting up your IRA simple and stress-free. Feel free to reach out to us with any additional questions.
Jett answered immediately and provided answers! Jett answered immediately and answered every single rollover question I had instantly. Extremely professional! Thank you!
Business response:
Thank you, Mark. We're glad Jett was able to address your questions in a prompt manner. Feel free to reach out to us with any additional questions.
Francisco is outstanding and… Francisco is outstanding and consistently goes above and beyond to assist with our Itrust Capital accounts. He’s reliable, knowledgeable, and genuinely cares about helping us succeed. The support he provides makes managing our accounts feel effortless—he truly is the best.
Business response:
Thank you, Jose! Francisco embodies our commitment to making every client’s experience smooth and successful.
The Itrust team was super responsive… The Itrust team was super responsive and proficient in processing my requests as they most always have been for over 5 years using the ITrustCapital platform. Lindsey Colon was my ITrust specialist and was amazing, providing a super-fast turnaround which was very appreciative.
Business response:
Thank you, Scott! We appreciate you for being a client for +5 years. We’re glad to hear that Lindsey delivered the quick support you’ve come to expect from our team.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 16,980 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open tomorrow at 7:00 a.m.