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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 |
Personalized and thorough service… Personalized and thorough service from Walter ensured a seamless funding process.
Business response:
Thank you! We're happy to hear about your positive experience.
anxieties for moving large sums of my retirement To begin, My previous IRA financial institution was chosen by my employer, and worked well for them. Understandably they are disappointed by my withdrawal-rollovers to iTrust, and were not as helpful as expected, and in the mist of COVID did not help my anxieties for moving large sums of my retirement. I enjoy working with iTrust support staff. Bryce Nielson and Brendon are quick to respond with inciteful suggestions on how to move forward safely. Thank you Bryce and Brendon J... read more
Josh Alvarez and Ally Ebner were so… Josh Alvarez and Ally Ebner were so helpful and friendly. It was only the second time I have taken a distribution, and they were very patient and made sure I knew what I needed to do at each step.
Business response:
Thank you! We're thrilled to hear about your positive experience!
Josh B Josh B. Was very polite and helpful!
Business response:
Thank you! We appreciate your kind words about Josh.
Mo and others - ***** Mo was very informative and helpful, above and beyond. I've been in contact with with other reps as well, and everyone is very professional, helpful and actually follow up! Impressive thus far;)
Business response:
Thank you, KB! We appreciate your feedback and are glad to hear you've had positive experiences with our representatives.
Excellent service Darya Pirzadeh went above and beyond expectations. She was so patient and kind with me as I was very anxious and somewhat electronically challenged. She put me at ease and patiently walked me through the process of verification. I am blessed to have had her help!
Business response:
Thank you, Karen! We are thrilled to hear about your positive experience with Darya.
I had a great experience with iTrust I had a great experience with iTrust, thanks to the outstanding help from Josh Alvarez and Alyssa Ebner. They made the process of taking a Roth IRA distribution smooth and stress-free. Both were professional, knowledgeable, and very responsive, which I truly appreciated. The only small downside was that the DocuSign forms weren’t well-optimized for iPhone — the pages were too small and hard to navigate on a mobile screen. That said, everything else went very well, and I’m grateful for the... read more
Business response:
Thank you, Steve! We appreciate the feedback. Please let us know if you have any other questions; our team is here to help!
Josh Alvarez & Alyssa Ebner made my… Josh Alvarez & Alyssa Ebner made my day! They teamed up to facilitate my transaction seemlessly! I look forward to working with them again in the future.
Business response:
Thank you, TKD! We are thrilled to hear about your positive experience.
Fantastic experience! Fantastic experience!! My relationship Representative Aniah was very knowledgeable, professional and incredibly patient. The process was smooth and easy! Well Done!
Business response:
Thank you, Suzie! We're thrilled to hear about your positive experience!
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 14,220 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open tomorrow at 7:00 a.m.