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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 |
Smooth Tech Transition — Jeffrey Carpizo is the Real Deal! "I just finished the heavy lifting on my account transition, and I have to give a huge shout-out to Jeffrey Carpizo. As someone who appreciates precision and 'no-nonsense' service, Jeffrey really impressed me with how he handled the final stages of my rollover. He cleared out the technical hurdles and made sure my hardware was exactly where it needed to be. If you're looking for a support pro at iTrust who actually knows the schematics, Jeffrey is your man. Solid ser... read more
Business response:
Thank you! We’re so glad to hear that Jeffrey provided efficient support during the final stages of your rollover.
Quick Resolution I appreciate how the iTrust team follows up with a call to resolve any issues. Mo responded to my email today and in a matter of seconds, ascertained the problem. And stayed on the line with me to ensure it was resolved. Took all of three minutes! Always Great service. Give Thanks!
Business response:
Thank you, Shani! We’re glad that Mo was able to quickly identify the issue and stay on the line to ensure everything was fully resolved. Please feel free to reach out with any additional questions.
Josh was very patient and informative… Josh was very patient and informative while assisting me with my PCA.
Business response:
Thank you for the positive feedback, Terrance! Feel free to reach out with further questions.
Answered all my questions well Answered all my questions well
Business response:
Thank you!
Francisco is on the ball Francisco is on the ball. Being on top of things is what I expect, and he sure does. Thanks Francisco. I hope my investments make me heavy dough so you can help me diversify and more. Again thank you!!!
Business response:
Thank you, Matthew! We’re glad that Francisco has been on top of everything and delivering the level of support you expect. Please feel free to reach out with any additional questions.
He truly shows how Itrust Capital… He truly shows how Itrust Capital employees react to there investors. He was extremely fast and accurate. Should be promoted and given a raise for his activities and achievements. Sincerely Daniel Gagnon
Business response:
Thank you, Daniel! We’re glad that you had such a positive experience and that our team delivered fast and accurate support. Please feel free to reach out with any additional questions.
Francisco was incredibly helpful and… Francisco was incredibly helpful and informative every step of the way—made the whole process smooth and stress-free. Super grateful for his patience and clear answers! Five stars.
Business response:
Thank you, Eric! We’re glad Francisco was helpful and informative every step of the way. Please feel free to reach out with any additional questions.
Alyssa Ebner was very helpful and fast! Alyssa Ebner was very helpful and fast!
Business response:
Thank you for the positive feedback! Feel free to reach out with further questions.
Direct IRA Transfer Had an issue with doing a direct transfer of an IRA. Francisco M. phoned me right away, walking me through what I needed to do. Followed up on the completion. Great service!
Business response:
Thank you! We’re glad Francisco reached out promptly, walked you through the process, and ensured everything was completed. Please feel free to reach out with any additional questions.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 19,307 reviews.
When is iTrustCapital open?
iTrustCapital is open now. It will close at 5:00 p.m.