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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 |
Jimmy was a true professional! Jimmy was a true professional, expedient, knowledgable and efficient. A far better experience than what I have had with the establishment brokerages I have dealt with in the past. 100% confidence boost that I made the right choice going with iTrust.
Business response:
Thank you, MeatSmoke! Professional service is what we strive for.
Grace Avina was terrific! Grace Avina was absolutely great to work with. She was very patient answering all of my questions and helping me through what can be a confusing and complicated process in moving more of my retirement funds to iTrust Capital. Grace was a pleasure to work with and very personable!
Business response:
Thank you, Maureen! Our team goes above and beyond, especially Grace. Please reach out if you have any additional questions; our team is here to help.
Professional and Helpful Service Pooya was very professional and helpful. My issue with 2FA was efficiently solved thanks to him!
Business response:
Thank you, Caitlin! We're glad to hear that Pooya was helpful. Please reach out if you have any questions. Enjoy!
zoom verification call Alyssa made my ID verification on zoom seamless and my IRA distribution took less than a week. As a retired person, I have never had a problem accessing funds in the 3.5 years I’ve been with Itrust.
Business response:
Thank you, jon! If you have any additional questions regarding your IRA, please reach out to us.
Very professional and timely They were very professional and timely with all communications and responses. I always love working with this crew.
Business response:
Hi Jared, we appreciate the positive feedback. Thank you for your review!
It was a fairly lengthy process… It was a fairly lengthy process updating my phone number, but I completely understand that it's necessary to safeguard my retirement account. It's great that there are so many safeguards in place. Stacy Liu made this process as quick and painless as possible, and I'm very appreciative of all of her efforts and everyone else involved at iTrustCapital.
Business response:
Thank you, Donald! If you have any questions, please reach out to us. Enjoy the platform!
Mark Morales is the man Mark Morales is the man! I needed a change to my distribution amount and Mark made it happen very quickly. He was very professional and made the process seamless.
Business response:
Thank you, John! We appreciate you sharing your awesome experience with Mark. Please reach out if you have any other questions; our team is here to help.
Julian was excellent Julian was excellent. He was well spoken, very helpful, and I highly recommend him.
Business response:
Thank you, James! Our team goes the extra mile, especially Julian. Please reach out if you have any additional questions.
He was able to assist me with what I… He was able to assist me with what I called for. He actually stayed on the line and walked me through the form. Not many customer service places still do this! Thanks for being there!
Business response:
Thank you, Ryan! Please reach out if you have any additional questions.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 14,988 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open tomorrow at 7:00 a.m.