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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 |
Jett was very helpful in getting my… Jett was very helpful in getting my problem resolved. So far, I have had nothing but a good experience with this platform and will continue to do business with ITrust in the future.
Business response:
Thank you, Tom! We appreciate the positive feedback.
Stacy L was GREAT Stacy L was GREAT! Friendly, knowledgeable, and solved my issue with flexibility in scheduling and understanding when timing didn't work as hoped. Great work!
Business response:
Thank you, Blair!
Gratitude to Alex Jauregui and Stacy Liu I want to express my gratitude to Alex Jauregui and Stacy Liu at iTrust Capital. They both proved to be extremely helpful in guiding me to successful completion of necessary paperwork to roll over a 401k that was poorly handled by those entrusted by a former employer. We are still in process of getting the funds squared away into my iTrust account, but I am sure they will continue to help me through this process to completion. Alex and Stacy were both patient with me and willing to st... read more
Business response:
Thank you, Tom! It's great to hear that Alex and Stacy went the extra mile. Please reach out if you have any other questions; our team is here to help.
I had another amazing experience I had another amazing experience with customer service at ItrustCapital I have had a struggle due to my legal name being spelled wrong at my last financial institution. So the process has been long and I have been doing alot of calling checking on the progress from my former financial institution and this is the third night in a row that Shawn has spoken to me with patience, his calm demeanor and professionalism really shined through at this anxious time. Tonight he was able to confirm the tr... read more
Business response:
Thank you, Jeff! We're so glad to hear about your positive experience with our customer service team.
Very helpful and knowledgeable Very helpful and knowledgeable
Business response:
Thank you, Jo!
Great customer service I want to sincerely thank Nadia, the FinOps Manager at iTrustCapital, Trent, and the rest of the team for their exceptional service. They followed up diligently, explained each step clearly, and provided outstanding support throughout the process. Their professionalism truly stood out. Even though a minor funding inconvenience occurred due to external factors, their dedication and care turned the situation into a much better experience. I highly recommend iTrustCapital’s services for anyone seeking rel... read more
Business response:
Thank you, Juan! Great customer service is what we strive for.
Great customer experience Julian took the time to help me understand what steps were needed to complete my Roth IRA. He was very patient with my questions and pointed me in the right direction. Made me feel I made the right choice for an IRA company.
Business response:
Thank you, Brad! Great customer experience is what we aim for.
Josh was very polite and professional Josh was very polite and professional. Josh made the whole process of zoom call easy and relaxed for me. 😃
Business response:
Thank you, LORI! We're happy to know that Josh went above and beyond.
Ayrton Ayrton, addressed my concerns and questions promptly. Very good service Gary
Business response:
Thank you, customer! Your feedback is much appreciated.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 17,882 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open at 7:00 a.m.