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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 |
Great customer service! Bryce and Mary were super knowledgeable and helpful. Moving funds can be very stressful and they made the process very easy. Thank you!
Business response:
We're committed to making the process as smooth as possible for our clients. Glad you found Bryce and Mary helpful!
A great help by Chris Lee I was helped all along the process by Chris Lee. There was some policy confusion dealing with Bank of America that required alot of assistance from Chris. He was extremely helpful throughout the whole process. Because of his willingness to go the extra mile in helping the transaction was completed. Chris is a great asset to iTrust.
Business response:
So happy to hear that Chris was of great help! We appreciate you taking the time to share your positive experience, and we're thrilled to hear about Chris' exceptional assistance and dedication to ensuring a smooth transaction.
Great company! Jessica is AWESOME! Jessica was amazing and always so patient and understanding, even when I contacted her multiple times about the same thing! She is very knowledgeable, and I feel very confident with iTrustCapital! Normally, I ABHOR making phone calls to try to take care of business, but Jessica made it a joy!
Business response:
We are so happy to hear that Jessica was able to assist you! We strive to provide our clients with the best possible service and we are glad that she was able to help you feel confident with iTrustCapital.
Just off the phone with Josh B Just off the phone with Josh B. Who answered my questions with patience and a cheerful, professional attitude. He walked me through the final process of transferring funds. My journey began in February. Due to procrastination on my part, and various other issues, the task is nearly complete. I worked with other team members Stephanie and Lindsey prior to my chatting with Josh. All have been friendly, knowledgeable and professional. Thanks for your patience Team Itrust Capital!
Business response:
Thank you for sharing your experience with our team, specifically Josh B., Stephanie, and Lindsey! We're committed to providing our clients with exceptional service, and we're happy to hear that you found our team to be friendly, knowledgeable, and professional.
Courteous Courteous, professional and prompt. An absolute pleasure! Thank you very much to Chris Lee and the whole iTrust team
Business response:
We are thrilled to hear you had a positive experience! Glad Chris and the team were able to assist you.
Romeo was very knowledgeable Romeo was very knowledgeable, patient, and took his time with me and I would recommend Itrust based on the experiences that I’ve had so far!
Business response:
Thank you for sharing your experience. We're happy to hear you found Romeo knowledgeable and helpful!
I was having issues understanding the steps for my IRA rollover I was not understanding a few things about my IRA rollover. Jeff and Fuji were extremely helpful in making the process go as smooth as possible. They were very patient and they always communicated in a timely manner. They answered every question and solved every problem I was having. I have never had such amazing customer serviceand I am looking forward to doing more business with iTrustCapital. Thank you, Jeff and Fuji for making my experience, pleasant and str... read more
Business response:
We strive to provide exceptional customer service and are delighted that you found Jeff and Fuji to be so helpful and patient. We are glad that they were able to make your IRA rollover process smooth and stress-free.
Helpful and Knowledgeable Bryce was very helpful in answering all my questions and is also very knowledgeable. Thanks Bryce!
Business response:
We're so glad to hear that Bryce was able to assist you with your questions!
Josh B Josh B. was tremendous. Helped me clarify and resolve the issue with my previous custodian. He provided clear guidance and checked to make sure everything was right with my account. Thanks Josh .
Business response:
We're happy to hear that Josh was able to help you resolve your issue. He is a valued member of our team and we appreciate his dedication to providing excellent support.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 16,814 reviews.
When is iTrustCapital open?
iTrustCapital is open now. It will close at 5:00 p.m.