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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 was transferring funds from an IRA… I was transferring funds from an IRA account to my Itrust IRA account. The process was very efficient. Only a few days my funds were deposited in the account. Johnathan kept me informed at every steps of the process. Great work and thank you very much.
Business response:
Thank you, Daniel! We’re so glad to hear your transfer was efficient and completed in just a few days. Please feel free to reach out with any additional questions.
Romeo was exceptionally helpful and… Romeo was exceptionally helpful and patient as he guided me through the IRA rollover process. I highly recommend iTrustCapital for their professionalism during this endeavor.
Business response:
Thank you, Bryan! We’re so glad to hear that Romeo was exceptionally helpful and patient while guiding you through your rollover. Please feel free to reach out with any additional questions.
Good evening Good evening, Thank you Jett for answering my questions regarding my IRA account. I am truly pleased with your customer service making my experience easy. Thank you again!
Business response:
Thank you, Frankie! We're so glad that Jett was able to make your experience easy. Feel free to reach out to us with any additional questions.
Early Withdrawal Rafael Barraza, was awesome in assisting me with my early withdrawal. He makes it a quick process, and does a pleasantly great job at keeping things friendly and professional.
Business response:
Thank you! We’re so glad to hear that Rafael provided such friendly and professional support while assisting you with your withdrawal. Please feel free to reach out with any additional questions.
Knowledge of support team was thorough and complete. Worked with Romeo to establish as aspects of the sccount setup. He was very helpful in completing the components which made it a very good experience.
Business response:
Thank you, Dan! We're so glad you had a such a positive experience with Romeo. Please feel free to reach out to us with any additional questions.
Jimbo is so patient with me Jimbo is so patient with me, answering all my general questions while we were in zoom call to verify my indentation, sounded very gentle and calm , patient
Business response:
Thank you, Elaine! Providing a comfortable and supportive experience is very important, and it’s wonderful to know Jimbo made you feel at ease. Please feel free to reach out with any additional questions.
Francisco was very nice to speak with Francisco was very nice to speak with, patient and extremely helpful. He walked me through the process, and I'm feeling much more confident now! I needed clarification on some things and he did a good job of providing that!
Business response:
Thank you, Jesse! Gaining confidence and clarity during the process is so important, and it’s great to know Francisco provided the explanations you needed.
Andrew Vital was very helpful in… Andrew Vital was very helpful in assisting me with my needs. Very friendly and knowledgable.
Business response:
Thank you, Devin! We're glad Andrew was able to assist you. Feel free to reach out to us with any additional questions.
Really fantastic experience every time… Really fantastic experience every time I call. Shawn, my rep, made my request quick and easy.
Business response:
Thank you for the positive feedback, Larry!
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 18,794 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open on Monday at 7:00 a.m.