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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 |
Customer service is excellent Customer service is excellent. Alyssa Ebner and Sharon Kim assisted me with my distribution request. They're very professional and always act on my requests with urgency. They are an asset to the Itrust Capital team. Thank you so much, Alyssa and Sharon! Arlene
Business response:
Thank you, Arlene! We’re so glad Alyssa and Sharon were able to assist you with professionalism and urgency. Feel free to reach out to us with additional questions.
Excellent, efficient service Fuji at iTrust was very helpful in getting my Roth conversion done. From start to finish the process was very easy and really efficient.
Business response:
Thank you, Daniel! We’re so glad Fuji was able to make your Roth conversion process smooth and efficient from start to finish.
From the moment I opened a IRA account From the moment I opened a IRA account, they stay connected me with me remind me what the next steps are. Kinda like holding my hand to make sure I feel secure about transferring my funds. At first, I thought it was weird that they were texting me because I never had an experience like this before. I thought it was a scam at first but the reviews say otherwise. Other companies should follow their example.
Business response:
Thank you, David! We know how important it is to feel secure when transferring funds, and our team is glad to provide that extra guidance and reassurance every step of the way.
You get a live person So far been very responcive.
Business response:
Thank you for the positive feedback!
Helpful and informative. Brendan has always been very helpful and informative.
Business response:
Thank you, Thomas! We're glad that Brendan was kept you informed.
Mr. Chris Lee Mr. Chris Lee, as Relationship Manager, was indeed patient, clear on instructions required and treated me with respect letting me know I am a valued customer. Thanks to both Chris and Alyssa my experience was very good! Thank you!
Business response:
Thank you, Nona! Providing clear guidance, patience, and respect is what we aim for, and it’s wonderful to know you felt like a valued customer.
Romeo answered all of my questions with… Romeo answered all of my questions with professionalism.
Business response:
Thank for the positive feedback, Michele!
Francisco reached out to me as soon as… Francisco reached out to me as soon as i opened my account helping me through any questions to get started. When you dont really know where to start, its alot of help. Like many others im transfering an account thank you for the help!
Business response:
Thank you, Jamey! s. Getting started can feel overwhelming, and it’s great to hear Francisco's support made the process easier.
Brendan was very helpful making me feel… Brendan was very helpful making me feel like family. He also gave me a phone number to contact him with any questions. The transaction was smooth.
Business response:
Thank you! We're pleased to hear that your transaction was smooth. 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 17,225 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open at 7:00 a.m.