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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 |
Custody and liquidity concerns put to rest I call with custody and liquidity concerns/questions today and even though new in his role with the Company, Rafael was exceptional in his response; very patient, knowledgeable, courteous and caring. I sleep well at knowing my retirement partner is iTrust Capital with guys like Rafael on the team!
Business response:
Thank you, Kevin! We appreciate your kind words about Rafael.
Jimbo is a great asset to I Trust… Jimbo is a great asset to I Trust Capital he was very understanding to my issue and filled up after problem was resolved.
Business response:
Thank you, James! We appreciate your kind words.
Recent interaction with the iTrust Capital team I had a very pleasant interaction with the iTrust Capital team regarding a recent transaction. In particular Josh C. was very attentive and helpful during our meeting and with all aspects of the transaction. Thanks so much!
Business response:
Thank you, Gustavo! We're so glad to hear about your positive experience with our team.
I needed to move some money around and… I needed to move some money around and Josh B was very helpful and to the point. Answered my questions efficiently and knew exactly where to direct me. Thanks Josh.
Business response:
Thank you! We appreciate you taking the time to share your feedback.
I just opened an account with iTrustCapital I just opened an account with iTrustCapital, wanting to know if I could roll my TSP over. As soon as I finished signing up for an account, Andrew immediately called me to see if I needed any questions answered and to help me navigate my options. Andrew also made sure I had his direct line and said if he wasn't available everyone at the agency was very knowledgable and they were very customer-friendly. As a first-time account holder with a very unstable market, it gives me great pea... read more
Business response:
Thank you, Mary! We appreciate you taking the time to share your positive experience with us.
Outstanding service I had the pleasure of working with Chris Lee, and he was fantastic! He took the time to answer all my questions with genuine patience and professionalism, making the whole process feel easy and stress-free. His clear guidance turned what could have been a tricky transfer into a breeze. I really appreciated his quick responses and attention to detail—they made a real difference! His expertise shines through and reflects wonderfully on the company. Thanks for a job well done, Chris!
Business response:
Thank you, Alz! We're thrilled to hear about your positive experience with Chris.
Bryce was amazing from start to finish… Bryce was amazing from start to finish helping me get my account funded. He followed up with me and made me feel like his top priority.
Business response:
Thank you, Michael! We appreciate the positive feedback.
Best customer service Problem: unable to create account using laptop the past 7 days. Problem identified: software glitch at Month/Date/Year Data would not save last 4 digits. Keep getting ERROR 500. Solution: Bryce's suggestion to use phone/apps and it worked immediately! Was very pleased with Bryce's knowledge, professionalism and efficiency. He helped me set up IRA and answered all my questions. Bryce is a great asset for iTrust. Thank you for your help!
Business response:
Thank you, Moraine! We appreciate you taking the time to share your experience.
Romeo was awesome and very helpful with… Romeo was awesome and very helpful with everything I asked. The company as a whole has great customer service!
Business response:
Thank you, Mike! We appreciate your kind words about our customer service.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 15,143 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open tomorrow at 7:00 a.m.