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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 don’t usually give reviews I don’t usually give reviews, but I have to say that Sydney deserves the best review ever! I’m giving her 10 stars. She was polite, professional and very knowledgeable. She made the process of setting up a PCA easy to navigate and complete.
Business response:
Thank you, Shane! We're glad Sydney was able to make your PCA set up process easy to navigate. Feel free to reach out with additional questions.
Romeo did great answering my questions! Romeo did great answering my questions!
Business response:
Thank you for the positive feedback, Joshua! Feel free to reach out with additional questions.
Well Done iTrust Capital and Romeo DeLa Victoria I had the opportunity to work with Romeo Delavictoria today from iTrust Capital on funding an Roth IRA through a direct transfer from another provider. Romeo reached out proactively to make sure I understood the need for a wet signature on the transfer and assisted me in identifying the proper form for the process. He was patient and professional, and I appreciate him reaching out directly as I was struggling with identifying the necessary document. Well done Romeo.
Business response:
Thank you, Dan! We're glad Romeo proactively reached out and provided support while helping you navigate your Roth IRA transfer requirements. Feel free to reach out with any additional questions.
Jett gave me good insight on available… Jett gave me good insight on available accounts
Business response:
Thank you! We're glad Julian was able to help you out. Feel free to reach out with any additional questions.
Aniah D.P Aniah D.P. provided excellent customer service while assisting me get logged in to my new iTrustCapital account. Thank you!!
Business response:
Thank you, Lori! We're glad Aniah helped you get logged into your new iTrustCapital account. Feel free to reach out with any additional questions.
Quick response time an knowledgeable… Quick response tome an knowledgeable about my question ty
Business response:
Thank you for the positive feedback. Feel free to reach out with any additional questions.
Helpful and Courteous Ayrton with iTrustCapital was very helpful in setting up my account and answering all my questions. He was instrumental in helping me feel comfortable and taking action in the creation of my account.
Business response:
Thank you, Warren! We're glad Ayrton provided helpful support while setting up your account. Feel free to reach out with any additional questions.
iTrust Capital Support person Romeo D The support person Romeo D was awesome today
Business response:
Thank you for the positive feedback, Dane. Feel free to reach out with any additional questions.
Dave was very helpful and kind and… I called in & David was very helpful and kind in helping me navigate my new account online to update some information and add beneficiaries. Plus he answered all my questions very patiently. I really appreciate his knowledge, kindness and patience in helping me. I look forward to recommending family and friends to iTrust.
Business response:
Thank you, Angela! We're glad David provided knowledgeable support while helping you navigate your new account and update your beneficiaries. 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 19,541 reviews.
When is iTrustCapital open?
iTrustCapital is open now. It will close at 5:00 p.m.