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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 |
ANXIETY LEVEL 10! I had MANY questions regarding HOW to roll my TSP account to iTrust Custodial Services. Walter answered all my questions and got me squared away with my Traditional IRA and Roth IRA accounts. I can say it's quite a bit of anxiety making sure the huge amounts of money get where they're supposed to go! Thank you Walter and iTrustCapital. I know a few people I will for sure send to you.
Business response:
We understand moving your TSP can be stressful, and we're glad we could help with your Traditional and Roth IRA accounts. Thank you for your feedback!
Andrew Vital 100% helpful Called Customer support to set up new Roth IRA account. Andrew Vital was very helpful and professional. great customer service.
Business response:
We're happy to hear that you had a great service experience setting up your new Roth IRA account. We appreciate your positive feedback!
Thanks David! David was very helpful and knowledgeable with my situation. He listened like a counselor and provided me with answers. Speaking with David was like speaking to a friend. Good Job!
Business response:
We're happy to hear that you felt supported and informed. We appreciate your feedback!
Andrew Vital was very helpful and patient. I had so many questions on how to fund my account, and ANDREW VITAL was extremely helpful and patient. He explained all the steps and followed up with a text and email. We did not get off the phone until all my questions were answered. Andrew is a great example of customer service.
Business response:
We're happy to hear that you found our team member helpful and patient while funding your account. We appreciate you sharing your experience!
Great call Great call! Great service!
Business response:
Thank you, Teresa! We appreciate your feedback.
Roth IRA transfer I had a question about transferring my Roth IRA to iTrust and about signing of the documents. Romeo was helpful and guided me to help solve my problem quickly. Thank you!
Business response:
Thank you for your feedback. We're happy to hear that we were able to help with your Roth IRA transfer and document signing!
Francisco was very helpful and didnt… Francisco was very helpful and didnt give me the run-around!
Business response:
We appreciate your positive feedback! We're happy we could help you.
Quick response and processing time My requested transaction/withdrawal was processed very fast, and I’m very happy about it.
Business response:
Thank you for your feedback! We're happy to hear that your transaction was processed quickly.
Francisco Mondragon went above and… Francisco Mondragon went above and beyond the standards for me. He is a very polite and patient gentleman. He answered all my questions. He is the type of man you want to talk to if you have anxiety or PTSD like me. I will save his email and number to contact him anytime I have questions about my itrust account. Thank you Francisco.
Business response:
Thank you, James! We appreciate you taking the time to share your kind words, and we're glad that you felt supported and valued.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 15,591 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open at 7:00 a.m.