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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 |
Ryan and Jimmy H. Ryan and Jimmy H. These young men were helpful and professional in our interactions. Both were sensitive to my request, and expedited it quickly and efficient. Much appreciated! Bill Auger
Business response:
Thank you, Bill! Your feedback is much appreciated. Please contact us if you have any additional questions.
Very Helpful in Onboarding First experience with customer service was excellent. I had an issue with onboarding (something I needed changed) and the representative, Ryan, was very professional and took care of it in very short time. While this isn't a review from a long-standing experience with the company yet, it does stand out as a great start.
Business response:
Thank you, Eric! Please reach out to us if you have any additional questions or concerns.
ITrustCapital's IRA RMD Client Funding Services ITrustCapital's Shawn Noad provided fantastic and professional client IRA services regarding the proper fund distribution process before the end of the calendar year 2023. He helped ensure that the IRS-required minimum distribution (RMD) was properly handled as quickly as possible.
Business response:
Thank you for sharing your positive experience with Shawn! He goes above and beyond. Please contact us if you have any additional questions.
Great Customer Service Experienced poor customer service yesterday and Jimmy completely took care of everything. He apologized for the inconvenience as well. He is very professional and personable. Thank you Jimmy!
Business response:
Thank you, Patti! Please reach out to us if you have any additional questions or concerns.
Excellent service Couldn’t have been much easier. Very professional.
Business response:
Thank you Rob! We appreciate your positive feedback. Please reach out if you have any additional questions.
Great distribution experience! Jimmy helped me confirm my distribution. He was so efficient and kind. He treated me with respect and made sure I understood what was happening. 5 star experience!
Business response:
Thank you, Rachel! Please reach out to us if you have any additional questions or concerns.
Excellent Customer Service Nadia was a pleasure to work with and helped us complete a smooth ROTH IRA conversion.
Business response:
Thank you for sharing your positive experience with Nadia! She goes above and beyond. Please contact us if you have any additional questions.
Working with Jimmy was easy and… Working with Jimmy was easy and informative and a pleasure!
Business response:
Thank you, Spring! We appreciate your positive feedback. Please reach out if you have any additional questions.
I am impressed with the professional… I am impressed with the professional and courteous service I receive at iTrustCapital. Their platform is well organized and easy to use. Thank you.
Business response:
Thank you, Joe! Please reach out to us if you have any additional questions or concerns.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 14,973 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open at 7:00 a.m.