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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 |
User experience matters! JULIAN did an amazing job of answering a difficult question. He first made sure to see clarify and confirm what my individual understanding about the situation was so that he could respond in a way that I would understand. In addition, he took ownership of the relationship and offered to personally assist with any questions or issues moving forward. I left the conversation feeling better. This was an excellent customer experience.
Business response:
Thank you, Mark! We are thrilled to hear about your positive experience. Please reach out if you have any other questions.
Ashley gave Awesome customer service Ashley gave Awesome customer service, she was very kind and generous with her patience. Solving technology issues on my transfers. Thank you, Ashley you certainly deserve a raise.
Business response:
Thank you, TAWNIA! We appreciate your kind words about Ashley and her dedication to providing excellent customer service.
Megan made the transition of beneficiaries a Breeze… Megan made the transition of beneficiaries from personal to a Trust so easy, I couldn't believe it. What a pleasure to work with such a friendly and knowledgeable associate with iTrust Capital. Thanks again Megan.
Business response:
Thank you, Peter! We're thrilled to hear about your positive experience with Megan.
Zoom call experience Grace hosted a zoom call and she was very professional as I had a couple of technical issues on my side. She was patient with a great personality! Thanks Grace!
Business response:
Thank you, Dean! We're so glad to hear you had a positive experience with Grace!
Answers Phone Answer Phone, and help walk us thru navigate website, GREAT TO TALK TO😎 Love these guys!!!!
Business response:
Thank you, Dale! We appreciate your kind words and are thrilled to hear you had a positive experience with our team.
Julian was great and very attentive to… Julian was great and very attentive to all my needs great guy thanks again
Business response:
Thank you, Naaman! We appreciate your kind words about Julian.
Ben provided excellent customer… Ben provided excellent customer support. He was knowledgeable in understanding my issue and in providing a resolution.
Business response:
Thank you, Edgar! We're so glad to hear that you had a positive experience with Ben.
Alyssa was wonderful handling my… Alyssa was wonderful handling my distribution.She understands my concerns. She went above and beyond her ways to improve the distribution this 2nd time around, because it took a long time and slow with the first distribution.
Business response:
Thank you, minh! We are so glad to hear that Alyssa was able to help you with your distribution.
Ben Chad and David Ben, Chad and David helped me through the process of setting up my account and transfer of my current IRA into iTrust Capital IRA. They were very helpful and patient with me as we went through the process! Thank you guys! Highly recommend iTrust Capital.
Business response:
Thank you, John! We appreciate your kind words about Ben, Chad, and David.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 14,340 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open at 7:00 a.m.