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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 |
I called in to ask about the status on… I called in to ask about the status on my rollover and had the pleasure to speak with Rafael. He was very helpful and answered all my questions and concerns.
Business response:
Thank you, Ernie! We're glad Rafael was able to assist you with your rollover. Feel free to reach out with additional questions.
Julian was very helpful in explaining… Julian was very helpful in explaining the benefits and limitations of the Roth Ira I'm looking into. As well as how it could and couldn't be funded. All around very friendly, courteous, kind and and professional.
Business response:
Thank you, Peggy! We're glad Julian was able to assist you with more information on the IRA. Feel free to reach out to us with any additional questions.
My traditional IRA from Fidelity… My traditional IRA from Fidelity transfer to an iTrust Capital Roth IRA was made easy. The customer service has been prompt and courteous. I look forward to a long and prosperous relationship.
Business response:
Thank you, Freddie! We're glad your transfer was easy with the help of our team. Feel free to reach out to us with any additional questions.
My transfer was very professionally… My transfer was very professionally managed. Rafael was on top of things the entire time and was very helpful and efficient. Made it a pleasant experience. Thank you
Business response:
Thank you, Thomas! We're glad Rafael was able to stay on top of everything. Feel free to reach out to us with any additional questions.
5 Stars for iTrust Capital iTrust is very efficient at processing requests. Jonathan is an excellent communicator. He left me messages and voicemails to let me know the progress and responded to my questions.
Business response:
Thank you, Debbie! We're glad Jonathan was able to assist you with your requests. Feel free to reach out to us with any additional questions.
Jonathan was very helpful in processing… Jonathan was very helpful in processing my rollover to the iTrust Capital platform. Highly recommend.
Business response:
Thank you, Cody! We're glad Jonathan was able to assist with processing your rollover. Feel free to reach out to us with any additional questions.
Josh was super patient Josh was super patient, professional, and very helpful! Thank you Josh!
Business response:
Thank you, James! We're glad Josh was able to assist you. Feel free to reach out to us with any additional questions.
Francisco Mondragon made it so easy to… Francisco Mondragon made it so easy to get my paperwork back to him, when I didn't have a clue as to how to it. He was so jovial and understanding and didn't make me feel stupid at all. He is a wonderful asset for iTrust Capital.
Business response:
Thank you! We’re glad that Francisco made the process easy and approachable for you. Please feel free to reach out with any additional questions.
Jonathan Alway Reassuing Jonathan is not only very responsive but also able to satisfactorily handle my requests, answer my questions, and provide a solution to my issue. I have very high confidence in Jonathan.
Business response:
Thank you, Steve! We're glad Jonathan was able to provide a solution to your issue. Feel free to reach out to us with any additional questions.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 17,238 reviews.
When is iTrustCapital open?
iTrustCapital is open now. It will close at 5:00 p.m.