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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 |
Using the help line When inquiring on some questions, called the help line and David C. Helped answer all my questions. Was pleased with the service that was provided and would not hesitate to call again if needed. Also the connect time was in a timely manner. TB
Business response:
We're glad you found David C. helpful and that you were able to connect with him quickly! Happy to hear that you were satisfied with your experience.
The ITrust Capital team is great! The ITrust Capital team made the process to get my former employer IRA rolled over very easy.
Business response:
Glad to hear that our team was able to make your process smooth and easy!
Shout out to Romeo for his patience and… Shout out to Romeo for his patience and guiding me through this process, I'm very new at this. Definitely assure me during my concerns.
Business response:
We're happy to hear that Romeo was there to help! We strive to create a positive experience for all our clients.
at iTrust, Shawn Kay is the one who gets it done In my my most recent experience I required additional assistance toward getting a transaction prioritized. Shawn Kay was the man to put it over the top for me. Thank you!
Business response:
We strive to ensure our clients receive the support they need, and it's wonderful to know that Shawn went above and beyond to assist you.
Josh C Josh C. Did a super job helping with a recent distribution. I'm extremely pleased with itrustcapital, and have only had great service since I joined 4 years ago.
Business response:
We appreciate your kind words and are happy to hear about your positive experience with Josh C. and the rest of the team. Your loyalty and satisfaction are truly valued!
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!
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 16,812 reviews.
When is iTrustCapital open?
iTrustCapital is open now. It will close at 5:00 p.m.