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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 executed my first IRA distribution… I executed my first IRA distribution today. Since all the paperwork was done ahead of time, it took a quick 10 minutes to reverify with Josh C. He was very professional with a great attitude. I hope they all go this well.
Business response:
Thank you, Larry! We’re glad to hear your first IRA distribution went smoothly and that Josh made the verification process quick. Feel free to reach out to us with any additional questions.
Excellent Excellent, insightful, helpful service by Rome
Business response:
Thank you for the positive feedback, Terique!
Ayrton walked me through and got me set… Ayrton walked me through and got me set up with no issues
Business response:
Thank you, Andrew! We're glad Ayrton was able to get you all set up. Feel free to reach out to us with any additional questions.
Rafael is awesome Rafael is awesome! Very friendly & made the process easy!
Business response:
Thank you, Nelson! We're so glad Rafael was able to make the process easy. Feel free to reach out to us with any additional questions.
Great customer service! Rafael walked me through the process of transferring IRA perfectly. He was patient and very helpful.
Business response:
Thank you, Mark! We're happy that Rafael walked you through the transferring process. Feel free to reach out to us with any additional questions.
This guys saved my view on the current… This guys saved my view on the current state of customer experience. Excellent service.
Business response:
Thank you! We're glad our team was able to restore your faith in client service.
I just did a back door Roth IRA… I just did a back door Roth IRA conversion and the experience was so easy. It was so much easier than I was anticipating. Romeo was super helpful and knowledgeable and very pleasant to work with !! Great experience !
Business response:
Thank you, Phil! We're so glad Romeo was able to help out with the conversion. Feel free to reach out to us with any additional questions.
Great assistance Great assistance, great communication.. update the client through the whole process.
The respone time to my issue was very… The respone time to my issue was very quick they were on it, professional, courtesy and thoughtful.
Business response:
Thank you! We're so pleased to know your issue was resolved in a timely manner.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 14,873 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open tomorrow at 7:00 a.m.