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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 |
Romeo helped with my questions answered… Romeo helped with my questions answered them precisely and everything went smoothly rolling over my Roth IRA
Business response:
Thank you, Les! We're glad Romeo was able to assist you with the rollover. Feel free to reach out with additional questions.
Appreciating the great customer service… Appreciating the great customer service I get at iTrust Capital. Need help making a change and they made the process, easy and secure. Thank you for making sure it was me requesting the change. The customer service agent/rep I spoke with was kind, professional and took care of the task at hand. Thank you!
Business response:
Thank you! We’re so glad that your experience was smooth. Please feel free to reach out with any additional questions.
My ITrust Capital Experience Due to medical issues within my family, I had to liquidate an account. All three of these. Employees were helpful - Joshua Cheban, Trent Dolabson and Jasmine Davalos. Highly Recommended!
Business response:
Thank you, Scott! We truly appreciate you taking the time to share your experience during what we know can be a difficult situation. We’re glad Joshua, Trent, and Jasmine were able to provide helpful support. Please feel free to reach out with any additional questions.
Rafael was very helpful Rafael was very helpful. He answered all my questions and explained the process of rolling over funds from my TSP account to my recently opened Roth IRA account.
Business response:
Thank you, Ismael! We’re glad that Rafael was able to clearly explain the rollover process. Please feel free to reach out with any additional questions.
Excellent Excellent, detailed and courteous service, excellent experience!
Business response:
Thank you for the positive feedback, Steven!
Had an excellent call from Romeo today… Had an excellent call from Romeo today to ensure I received everything I needed to complete my rollover and to ensure I didn't have any other questions or concerns.
Business response:
Thank you, Carl! We're glad Romeo was able to assist with your rollover. Feel free to reach out with any additional questions.
Thank you for making me a new member… Thank you for making me a new member and helping me with this set up process!
Business response:
Thank you, Jasline! We're glad you had a positive experience with the set up. Feel free to reach out to us with any additional questions.
Extremely helpful and courteous. Extremely helpful and courteous. Glad I chose iTrustCapital.
Business response:
Thank you, Bill! We're glad you found our team to be extremely helpful. Feel free to reach out to us with additional questions.
Romeo was very efficient Romeo was very efficient, in the follow-up and asked the right questions to set up my account.
Business response:
Thank you, Rob! We're glad Romeo was able to help set up your account. Feel free to reach out to us with any additional questions.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 17,471 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open tomorrow at 7:00 a.m.