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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 |
Very easygoing Very easygoing
Business response:
Thank you, Awaz! Please reach out for any additional questions.
The representative Jonathan Kim. The representative went above and beyond to help me fill out a transfer form to send money into my account. I was having tech trouble in using online form to accomplish my transfer and he stuck with me until the form was done correctly.
Business response:
Thank you, D Max Bruce! Your feedback is much appreciated. Please contact us if you have any additional questions or issues.
Always a pleasure working with Ryan Always a pleasure working with Ryan. He is tremendous asset to your team
Business response:
Thank you, John! Tremendous service is what we strive for. Please contact us if you have any additional questions or concerns.
Ryan Davis helped me with all my… Ryan Davis helped me with all my questions on forms and had a quick response time. Thank you
Business response:
Thank you, Josh! Please contact us if you have any additional questions.
RYAN DAVIS was very supportive and… RYAN DAVIS was very supportive and helped me a great deal with my issues. He has very good customer approach and relationship.
Business response:
Thank you, Joy! Our team goes the extra mile, especially Ryan. Please reach out if you have any questions.
Gladis Miranda Was Great Gladis Miranda was quick to respond, extremely knowledgeable and helpful. Thank you Gladis!
Business response:
Thank you for sharing your awesome experience with Gladis! Enjoy the platform.
Friendly and helpful The staff is friendly and very helpful, especially Brendan. Very easy. Almost too easy. Also, it's nice to see my retirement funds grow. :)
Business response:
Thank you for choosing us Linda! Enjoy the platform.
Brendan Lee at iTrust is Exceptional!!! I had a very challenging time moving funds from my old custodian to iTrust, and my relationship manager Brendan Lee went above and beyond to help. He was extremely attentive, persistent and informative throughout the process. I wish every company I dealt with had someone as passionate and invested in my success and experience. Thanks so much Brendan!!!
Business response:
Thank you, Matthew! Excellent client experience is what we strive for. Please contact us for any additional questions or concerns.
The customer service person was… Nadia Reyes helped me with the Traditional to Roth conversion. She was very knowledgeable and was able answer all my questions.
Business response:
Thank you, Bopanna! 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 14,979 reviews.
When is iTrustCapital open?
iTrustCapital is open now. It will close at 5:00 p.m.