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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 spoke with Walter and David and had a… I spoke with Walter and David and had a very pleasant experience. They were very thorough and helpful to get my situation remedied. Thanks guys! I would definitely recommend this company they are truly customer oriented.
Business response:
Thank you! We appreciate your kind words and are thrilled to hear you had a positive experience with our team.
I opened a Roth IRA with iTrustCapital I opened a Roth IRA with iTrustCapital. Worked with Abby, who was very professional and knowledgeable. Had a few procedural questions which she answered quickly and provided guidance that helped make the overall application process very simple. Also note that the application portal is very easy to use.
Business response:
Thank you, Brian! We're so happy to hear about your positive experience with iTrustCapital.
Julian’s Cash Transfer Help Julian did a great job helping me with my cash not transferring. We resolved the issue together.
Business response:
Thank you, Paxton! We appreciate you sharing your positive experience with Julian.
Jeff and fuji hooked it up Jeff and fuji, as well as the whole team did a great job of taking care of business and being patient while my funds transferred. Thanks guys
Business response:
Thank you, Jordan! We appreciate your kind words!
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.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 15,313 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open on Monday at 7:00 a.m.