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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 |
Francisco Mondragon was extremely helpful. Francisco Mondragon was extremely helpful and walked me through setting up my SEP, ROTH and traditional IRA accounts and getting them connect with my bank account for funding. A very patient young man with a great disposition.
Business response:
Thank you, Seamus! We’re so glad to hear that Francisco provided such helpful and patient support. Feel free to reach out to us with any additional questions.
Customer service above and beyond!! I worked with Joshua Alvarez to get a distribution and he made the process unbelievably quick and easy. He was so responsive to my questions and help access what I needed. Thank you!
Business response:
Thank you! We're so glad to hear that Joshua Alvarez made your distribution process quick, easy, and stress-free.
Excellent customer service! All my questions were addressed with courtesy and professionalism! Thank you Chris Lee for your assistance!
Business response:
Thank you, Robert. It's great to know that Chris was there to address your questions.
I appreciate the thorough assistance I appreciate the thorough assistance, and levels of security provided. Darya Pirzadeh was especially patient and helpful throughout my request.
Business response:
Thank you, Keith! We’re glad to hear you appreciated the thorough support and security measures in place.
Francisco was extremely knowledgeable… Francisco was extremely knowledgeable and personable. And he was also very efficient which I especially appreciate.
Business response:
Thank you, Eric! His ability to combine professionalism with a personal touch reflects the kind of service we aim to provide.
I needed help opening an account with…David Cruz I needed help opening an account with iTrust Capital and the help that I got was exceptional.
Business response:
Thank you, Jack! It is good to know you had a positive experience thanks to David.
iTrust has made my retirement easy and… iTrust has made my retirement easy and Jeffrey Carpizo was quick to help with all my questions. I cannot recommend them enough.
Business response:
Thank you, Trevor! We're so glad Jeffrey was able to address your questions, and we appreciate your recommendation.
Wire Funds… I called today to get instructions on how to wire funds. Fortunately, I had the pleasure of speaking with Fransico. Fransico was kind, professional, and knowledgeable. He resolved my issue quickly and efficiently.
Business response:
Thank you, Wanda! We're so glad Francisco was able to assist you with your wire transfer.
Alex was very helpful and a great… Alex was very helpful and a great customer service representative. He was easy to contact, replied promptly and was always there to assist. Excellent representative!
Business response:
Thank you, Linda! His dedication to excellent client service truly reflects the values we uphold.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 15,258 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open at 7:00 a.m.