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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 |
Chris Lee was very helpful and walked… Chris Lee was very helpful and walked me through the whole process. He made sure that I understood everything he emailed and texted me any updates of the transfer process and made everything easy.
Business response:
Thank you, Neil! We are so glad you had a positive experience with Chris.
I was talking to Francisco this morning… I was talking to Francisco this morning about setting up a beneficiary for my daughter. Francisco walked me through the whole process. I was very happy with the knowledge that he had in regards to getting this done. Thank you again, Francisco
Business response:
Thank you, Steve! We are so glad that Francisco was able to provide a smooth experience for you.
Called in with some questions and Bryce… Called in with some questions and Bryce was very helpful in answering me quickly and also followed up with me immediately once he had a complete explanation for my questions. Always professional every time I've ever talked with itrust capitol.
Business response:
Thank you, Mercy! We truly appreciate your continued trust in us.
Josh C Josh C was awesome and it was a pleasure to have him assist me. He was ALWAYS available when I called and had questions and made sure everything aligned perfectly. Thanks Josh.
Business response:
Thank you, Tommy! It's great to know Josh helped ensure everything went smoothly.
Josh Alvarez made my IRA distribution… Josh Alvarez made my IRA distribution request very easy and efficient to execute. Same day turnaround is very much appreciated!
Business response:
Thank you, Michael! We're glad to hear that Josh made your IRA distribution process easy and efficient.
ITrust has excellent customer experience Bryce and the ITrust team have excellent customer service.
Business response:
Thank you! We always aim for high-quality client service.
iTrustCapital is simply very focused on… iTrustCapital is simply very focused on customer service. They are very responsive whenever I have needed support or had questions on ANY of their services. Josh B. - In particular is helpful, knowledgeable, and strongly committed to doing everything he can to ensure that things go smoothly and that client needs are met. It was a distinct pleasure to work with him!
Business response:
Thank you, John! Delivering client first service is what we strive for, and it's great to know Josh was able to ensure a smooth experience for you.
Great service I needed help with conversion of some of my traditional IRA to Roth IRA. Fuji and David were very quick and prompt in assisting me with this matter. I am very happy with the service they provided and the overall services of iTrustCapital.
Business response:
Thank you, Tony! Your satisfaction with our service means the world to us.
Jeff and Fuji were very helpful in… Jeff and Fuji were very helpful in making the Roth conversion. Very patient and professional
Business response:
Thank you, Carl! We're so happy to hear Jeff and Fuji were able to effectively assist you.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 14,731 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open on Monday at 7:00 a.m.