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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 |
Romeo was extremely helpful in giving… Romeo was extremely helpful in giving me direction on how to perform a rollover from my 401(k) from my place of employment to I trust capital.
Business response:
Thank you, Peter! We're glad Romeo was able to guide you through the rollover process. Please feel free to reach out to us with any additional questions.
Josh B answered my questions slowly and… Josh B at I Trust Capitol answered my all my questions, slowly and precise on how to move my 401k over . I really appreciate talking to someone who doesn’t rush me. Thank you Sandra
Business response:
Thank you, Sandra! We're glad Josh was able to answer your questions thoroughly. Feel free to reach out to us with any additional questions.
Support phone was answered in record time. Support phone was answered on the second ring - that has to be a record! Remeo was extremely helpful and completed my request within a few minutes. ITrustCapital Support had always been great for all of my questions and technical issues.
Business response:
Thank you, Paul! We’re happy to hear that your call was answered so quickly and that Remeo was able to assist you. Please feel free to reach out with any additional questions.
The whole process was very simple and… The whole process was very simple and fast. The communication during the account set up and transfer was great. I appreciate Mo personally contacting me today to inform me that my account was funded and ready to go.
Business response:
Thank you! We're glad Mo was able to keep you informed and get you ready to go with your account. Feel free to reach out to us with any additional questions.
I’m a new client of iTrustCapital. I’m a new client of iTrustCapital and was blessed to have the support of Chris Lee. I was not familiar with the website and had challenges getting monies transferred into the account from my previous investment firm and invested. Chris exemplifies the traits of some of the best employees that I interacted with in my 35 year career with a fortune 500 company.
Business response:
Thank you, Wayne! We're glad Chris was able to help familiarize and assist you with the transfer process. Feel free to reach out to us with any additional questions.
Customer Service Excellence I’ve been working with iTrust Capital for several months now. The experience with company overall has been amazing! Excellent customer service. All the agents have been great to work with, but one in particular has been extremely helpful. Francisco delivers on all his promises for follow up calls and texts to make sure my questions and concerns are handled in the most efficient manner possible. He’s knowledgeable, he cares, and represents the company extremely well!
Business response:
Thank you, Michael! We're glad you've had an amazing experience with our platform and team, especially Francisco. We truly appreciate your kind words and we are happy to help if you ever have any additional questions.
Andrew V. Andrew V. Was great and easy to speak with. He took the time to listen to my questions and answer them to the best of his knowledge and direct me to other resources as necessary. Being able to speak with a person and from the institution I recently opened an account with to expand my clarity is added value to their service that I and many others can appreciate
Business response:
Thank you! We're glad Andrew was able to knowledgeably answer your questions. We appreciate your kind words. Feel free to reach out to us with any additional questions.
Reliable FinOps Specialist I’m have worked with Lindsey C. From Itrustcapital on about 5 or 6 separate transactions. In fact I have interacted with her more than any other Itrustcapital team member. She has been top notch reliable, accessible, professional, competent, and confident. Big fan of Lindsey and Itrustcapital.
Business response:
Thank you! We're so glad that Lindsey was been able to assist you with your transactions. We truly appreciate your kind words.
I can always communicate quickly and… I can always communicate quickly and efficiently
Business response:
Thank you for the positive feedback, Carlos!
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 16,574 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open tomorrow at 7:00 a.m.