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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 |
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.
Andrew was very eager to help me find… Andrew was very eager to help me find out if my rollover check had been received yet. I was returning a call that I had missed. He not only found out about my check but also let me know when it would be in my account and available. Thank you Andrew for your help and thank you to all of the other team members that I have worked with at iTrust Capital.
Business response:
We appreciate your kind words about Andrew's helpfulness and the overall positive experience you've had with our team! We're glad to hear that Andrew was able to assist you with your rollover check inquiry and provide you with the information you needed.
Bryce was very helpful! Bryce was very helpful!
Business response:
We're so glad to hear that Bryce was able to assist you!
I am really appreciate Chris Lee had… I am really appreciate Chris Lee had been helping me for answering questions, finishing the transfer form , explaining the details of new individual account, thank you for your patience Chris Lee and the professional support.
Business response:
We're happy to hear about your positive experience! It's wonderful to know that you received such excellent support and that your questions were answered thoroughly with the help of Chris.
I spoke with Romero today I spoke with Romero today, I had questions about opening a Premier account. We discussed my concerns and I came away with confidence and clarity to open my new account, thanks !
Business response:
Happy to know that Romero was able to address your concerns and provide you with the information you need to feel confident about opening your new account.
Sydney did a great job answering our… Sydney did a great job answering our questions about an indirect IRA rollover. Thank you for helping me resolve my questions and help us continue our account set up process!
Business response:
We're so glad to hear that Sydney was able to assist you with your questions about an indirect IRA rollover! We appreciate your kind words and are happy to have helped you continue your account setup process.
Josh B was excellent Josh B was excellent , friendly and knowledgeable. All questions were answered Love itrust
Business response:
We're so glad to hear you had a positive experience with Josh B.! We strive to provide excellent customer service.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 17,851 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open at 7:00 a.m.