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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 |
Andrew is the best Andrew is the best! I had questions regarding a 1099 generated as part of a Roth IRA conversion. Not an easy subject. Andrew was incredibly helpful and patient with me. Thank you!! p.s. I don't know why I show up as Defrauded Customer. Anyway, iTrust Capital and Andrew are the best!
Business response:
Thank you, Defrauded Customer! We appreciate your kind words and are thrilled to hear about your positive experience with Andrew.
Excellent customer service! Bryce walked me thru the process of setting of my account and what is needed to fund it. Very professional and helpful!
Business response:
Thank you, Jeff! We appreciate you taking the time to share your positive experience.
My auto spam blocker was blocking calls Chris Lee fix the problem with my auto spam blocker blocking calls from trust capital
Business response:
Thank you, Daniel! We appreciate the positive feedback.
A pleasant experience Bryce was very pleasant, patient and helpful. He answered all my questions and walked me through the process of setting up my account.
Business response:
Thank you, LB! It's great to hear that Bryce was helpful with our questions.
Distribution request I had a distribution request Zoom meeting with Josh and he was very polite knowledgeable and professional, he made it easy and answered any questions I had. Thanks
Business response:
Thank you, D M! We appreciate the positive feedback regarding our team.
Sydney - right person in your company I talked to very nice Sydney who helped me a lot to prepare my account for funds , very knowledgeable person and kind
Business response:
Thank you, Elzbieta! It's great to hear that Sydney was helpful with your questions.
Jonathan from ITrust helped get a… Jonathan from ITrust helped get a transfer of funds from another of my into my new ITrust IRA, all done quickly. He let me know as soon as the account was funded and ready to go. Great work!
Business response:
Thank you, Eric! We appreciate the positive feedback.
Johnathan and the rest of the team at… Johnathan and the rest of the team at ItrustCapital was helpful in helping me get my account setup in a short timeframe. Appreciate it.
Business response:
Thank you, Raybo! It's great to hear that Jonathan was helpful with your questions.
Mo Zeineddine -- outstanding support Mo Zeineddine, iTrust Relationship Manager, was exceptional in helping me to unravel account creation issues. My phone number was deemed "incorrect" by the iTrust system and blocked my attempts. After several other tries, he very creatively suggested that I enter a different phone number (not mine). To my surprise, it worked. Throughout our extended phone contact, he was patient, thoughtful and easy to understand. He's a great relationship manager!
Business response:
Thank you, HAMILTON William! We appreciate you taking the time to share your positive experience.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 17,872 reviews.
When is iTrustCapital open?
iTrustCapital is open now. It will close at 5:00 p.m.