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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 got a call from (Josh) regarding my… I got a call from (Josh) regarding my IRA distribution. We went on video and had some technical issues on my end and Josh saved the day so he could get my ID verified and continue finishing the process. I always enjoy Itrustcapital reps because their always professional and very patient with customers like myself. Thank you Josh for being a true professional of Itrustcapital! Respectful, Jose Pagala Jr
Business response:
Thank you, jose! We appreciate you taking the time to share your positive experience.
Great help in resolving my problem in setting up acct. Romero walked me through all information step-by-step. As a widow of 78, it was very comforting to have such help.
Business response:
Thank you for the positive feedback! We appreciate you taking the time to share your experience with us.
Overview of customer service… I had a great experience interacting with Bobby. He was extremely informative with any questions or concerns that I inquired about. I look forward to working with Itrust capital for many years to come.
Business response:
Thank you, Gil! We're thrilled to hear about your positive experience with Bobby.
Andrew was amazing! Andrew was amazing, and extremely helpful! iTrustCapital should do whatever it takes to keep him, and give him a raise!
Business response:
Thank you, Don! We're so glad to hear you had such a positive experience with Andrew.
Still early in my journey with I… Still early in my journey with I TrustCapital , but so far I’m very pleased with the customer support to help me along the way with my account setup and next steps. Thank you to Bryce to today with finalizing my transfers and following through all the way .
Business response:
Thank you for the positive feedback! We appreciate you taking the time to share your experience with us. Please reach out if you have any other questions; our team is here to help.
Bryce was very courteous,and helpful Bryce was very courteous,and helpful. Took his time and spoke in a calm and clear voice. Very happwith the interaction.
Business response:
Thank you, Jeff! We're so glad to hear that you had a positive experience!
Jonathan at iTrust Capital was a real… Jonathan at iTrust Capital was a real asset on rolling over my previous employers 401k into an iTrust traditional IRA. No taxes until distribution and iTrust customer service is best in class!!
Business response:
We appreciate your kind words and are thrilled to hear about your positive experience with Jonathan and the iTrustCapital team.
Live Chat I was able to take care of some business on live chat with Alex J. He was knowledgeable, most helpful, efficient & nice to boot! I have used live chat on ITrust before, it is MUCH better than most other sites. It is a pleasure on ITrust & a pain on most other sites.
Business response:
Thank you, KR! We're so glad to hear you had a positive experience with our live chat service.
Seamless IRA Rollover with Outstanding Support! I had an excellent experience working with Jonathan at iTrust Capital! He made the process of rolling over my IRA from my previous plan smooth and stress-free. His knowledge, patience, and professionalism were truly outstanding. He walked me through every step, answered all my questions promptly, and ensured everything was handled efficiently. I highly recommend Jonathan and the team at iTrust Capital for anyone looking for a seamless IRA rollover. Thanks again for your excepti... read more
Business response:
Thank you, Greg! We're thrilled to hear about your positive experience with Jonathan.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 17,871 reviews.
When is iTrustCapital open?
iTrustCapital is open now. It will close at 5:00 p.m.