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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 |
David C David C. kept me updated and followed through with resolution. Great interactive customer service.
Business response:
Thank you! We're glad David was able to address your concerns. Feel free to reach out to us with additional questions.
Jeff and Fuji sure made converting to… Jeff and Fuji sure made converting to Roth an easy and pleasant experience. I would have never guessed that things would have gone as smoothly as they did. I appreciate their attention and feel good about converting more in the future. Thanks for treating me like part of the family. In today's environment, it is a rare experience.
Business response:
Thank you, Michael! It's incredibly rewarding to know you felt supported and valued. In today’s fast-paced world, we’re proud to offer service that stands out. Feel free to reach out to us with any additional questions.
Jeffrey always stays on top of his work Jeffrey always stays on top of his work
Business response:
Thank you, Srinivasa! We appreciate your kind words.
Alex was outstanding with my transfer… Alex was outstanding with my transfer process..highly recommended!! Knowledgeable and kept me well informed..thank you Alex
Business response:
Thank you, Reuben! We're glad that Alex delivered a great experience. Feel free to reach out to us with any additional questions.
Good conversation with Romeo Good conversation with Romeo. Answer all my questions. Highly recommend.
Business response:
Thank you! We appreciate your positive feedback and recommendation.
Roth Conversion I recently performed a Roth conversion from my traditional IRA account, and Jeff and Fuji were very helpful and made the process easy and quick for me.
Business response:
Thank you, Kurt! We're glad to hear that your conversion went well thanks to Jeff and Fuji.
I recently started to work with I Trust… I recently started to work with I Trust Capital. Sydney is Customer Relations was lighting fast on replying to emails and explaining what I needed to do. I have not experienced this level of excellence in a financial institution in a long time. Looking forward to a long relationship with I Trust Capital
Business response:
Thank you, Pam! It means a lot to know we’ve made a strong first impression, and we’re excited to build a long-lasting relationship with you.
5 Stars 5 Stars – Outstanding Support from Andrew Vital I had an excellent experience with iTrustCapital, and I want to give a special shoutout to Andrew Vital. From start to finish, Andrew was responsive, knowledgeable, and genuinely helpful; he made the process feel simple and stress-free. He took the time to answer all my questions and provided clear, actionable guidance tailored to my needs. If you’re considering iTrustCapital, Andrew is your guy. Don’t hesitate to reach out to him directly; his support made a big differ... read more
Business response:
Thank you, Miles! We truly appreciate your recommendation and are proud to have Andrew as part of our team.
Onboarding Romeo spotted an error in my documents that were uploaded and walked me through the correction. He took the time to verify all was good on his side. So far so good!
Business response:
Thank you, Tim! We're glad to hear that Romeo was able to guide you.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 15,630 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open on Monday at 7:00 a.m.