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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 |
Josh was very informative in answering… Josh was very informative in answering our questions and helping us get our transfer paperwork completed in good order. A good experience!
Business response:
Thank you, Robin! We're glad Josh was able to help you out with everything. Feel free to reach out to us with any additional questions.
Jeff made it easy to do my IRA… Jeff made it easy to do my IRA conversion and got it done the same day. Great to work with!
Business response:
Thank you, Del! We're happy that Jeff was able to help out with your conversion. Feel free to reach out to us with any additional questions.
Called iTrust to see about reactivating… Called iTrust to see about reactivating an old account. Spoke with Josh who got me squared away with my account. Then he patiently took the time to answer all of my questions regarding a roll over from a 401k. He explained their(iTrust’s) different accounts, the rollover process, and my tax questions. I feel very comfortable moving forward with iTrust due to this interaction.
Business response:
Thank you! We’re so glad Josh was able to help reactivate your account and walk you through every step of the rollover process.
Awesome experience! Jett was professional, helpful, and communicated the directions to solve my issue clearly. Fantastic!
Business response:
Thank you, Mona! We're glad Jett was able to resolve your issue. Feel free to reach out to us with any additional questions.
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.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 17,139 reviews.
When is iTrustCapital open?
iTrustCapital is open now. It will close at 5:00 p.m.