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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 |
Jett was great Jett was great. Very informative and professional!
Business response:
We're glad to hear that you found Jett as a great resource!
Converting assets from Traditional to Roth IRA Jeff & Fuji helped me in converting assets from Traditional IRA to Roth IRA with speed and professionalism.
Business response:
We're happy you found Jeff and Fuji helpful and efficient!
The staff is accessible The staff is accessible, I love their transparency and did not have any issues with them thus far.
Business response:
We strive to provide accessibility and transparency, and we're glad you've had a positive experience.
Bryce was able to provide clear… Bryce was able to provide clear direction how to correct a mistake I had made recharacterizing a Roth IRA account to a traditional IRA account.
Business response:
Glad to hear that you found Bryce's guidance helpful!
polite, patient, friendly Josh was polite, patient, and friendly.
Business response:
Thank you for the kind review about Josh! We always aim to provide excellent client support.
Walked me through every step of the way… Walked me through every step of the way to transfer my rollover. Patient and helpful!
Business response:
Happy to hear our team was able to assist you with your rollover!
Josh was knowledgeable and professional… Josh was knowledgeable and professional during our conversation. He answered all my questions to satisfaction!
Business response:
We're glad you found Josh helpful and knowledgeable! We strive to provide excellent customer service.
Josh C was extremely helpful and… Josh C was extremely helpful and professional during our distribution process. Everything accomplished was 5 STARS!
Business response:
We're happy to hear about your 5 star experience with Josh C.!
Bryce was very helpful throughout the… Bryce was very helpful throughout the whole process of transferring of funds. He answered all my question without being in a rush.
Business response:
We're glad that Bryce was able to help you with your transfer. It's wonderful to hear that he provided you with such a positive experience!
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 15,375 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open tomorrow at 7:00 a.m.