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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 worked with Andrew V I worked with Andrew V. today - doing a 401K rollover for my husband from a previous employer to a Traditional IRA and then onto a Roth IRA. Andrew was extremely patient, knowledgeable and very kind with all of my many questions. Word to the wise: even if your spouse has given ITrust Capital permission to speak directly to you - you MUST have them accessible to answer the basic security questions. We have now done those on boarding questions 4x. It does not get any less annoying each time - BUT, that i... read more
Business response:
Thank you, Cheryl! We appreciate your feedback and are glad to hear that Andrew provided you with excellent customer service.
Roth conversion Jeff and Fugi moved my request for conversion along very quickly making it a good experience. Thank you!
Business response:
Thank you, George! We're thrilled to hear about your positive experience.
Quick and Professional Service Rafael and Fuji did a great job getting my rollover completed in a timely manner! I greatly appreciate the service that I received. 10 stars!
Business response:
Thank you, Matt! We are so glad to hear that you had a positive experience with Rafael and Fuji.
Spoke to Bryce today Spoke to Bryce today, His professionalism and knowledge help me to resolve questions that I had. His pleasant demeanor and helpful nature definitely made for a great experience today as I will explore more options per our conversation about additional products available to me. Will continue to do business with iTrust and I hope that his professionalism is an example for all to strive towards.
Business response:
Thank you, Dave! We appreciate your kind words about your experience with Bryce.
Jonathan is always available to help me… Jonathan is always available to help me with any question I may have. He is courteous and does all he can to answer my questions.
Business response:
Thank you, Janice! We appreciate your kind words about Jonathan.
Aniah… what a guy Aniah… what a guy! If you’re lucky enough to have his help, you’ll encounter customer service that is RARE these days! Thank you, Aniah, for walking me through a sticky issue, among others, and resolving it quickly!!
Business response:
Thank you, Ali! We're so glad to hear you had a positive experience with Aniah.
Give credit where it’s due… I appreciatethe Customer service. it is only a call, text or email away anis always prompt ,courteous, professional, and heartfelt. I want to give thanks to Rafael, who patiently walked me through conditional sell/buy transactions,he is an asset to the company. Also was grateful for Trent who has enjoyed a well deserved promotion within I Trust Capital. He helped onboard me in the very beginning and we both have been very successful since then. The company has assured me they are working on earnin... read more
Business response:
Thank you, Sean! We appreciate the feedback.
David C David C. was very professional & patient solving a confusing problem dealing with a RMD distribution. I am very pleased with David’s help!
Business response:
Thank you, William! We appreciate your kind words.
Great Service Josh B. Was excellent with his customer service. He answered all my questions I had. And is very easy to talk to. Gary W.
Business response:
Thank you, GW! We appreciate the positive feedback.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 14,780 reviews.
When is iTrustCapital open?
iTrustCapital is open now. It will close at 5:00 p.m.