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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 |
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.
Very Good Service I enjoyed my recent experience with iTrustCapital. And I especially want to thank Josh B. for his service making sure that all of my questions were answered. He gave excellent service.
Business response:
Thank you, Grace! We're so glad to hear that Josh B. provided excellent service and took the time to ensure all your questions were answered.
Great agents Great agents. Personable and professional. JULIAN has been especially helpful during a prolonged IRA rollover.
Business response:
Thank you, Teresa! We are so glad to hear that you had a positive experience with Julian.
Very helpful!! Very helpful!!
Business response:
Thank you, Shirley! We appreciate your positive feedback.
Quick and easy Roth Conversion I have been using iTrust for years now and they’ve made things easier and easier when they first started. A Roth conversion seemed daunting starting off but it was a 5 min affair that was quick and seamless, assisted by Jeff and Fuji.
Business response:
Thank you! We appreciate you for being a valued client at iTrustCapital for the past few years.
Bobby was a great help, great representative of iTrust Bobby was a great help, professional, knowledgeable, and personable! Took the time to make sure everything was completed correctly and never rushed to get it done. Was very attentive to any questions I had and made sure if I had any more that he would be available to answer them when needed. Customer service is alive and well. Thank you Bobby and because of you I feel confident that being a part of iTrust will benefit myself and the company because you are there. You giv... read more
Business response:
Thank you! We're honored to be a part of your financial journey and look forward to supporting you for years to come.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 15,304 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open on Monday at 7:00 a.m.