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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 |
Francisco assistance with rollover Francisco, was very helpful with my distribution rollover questions. He checked the status of my rollover and offered to keep me informed of when my IRA Roth received the funds. He was very polite and made sure all my questions were answered.
Business response:
Thank you, Ted! We're glad Francisco was able to assist you with the rollover. Feel free to reach out with additional questions.
Romeo is professional Romeo is professional, simplified all my questions, and walked me through the process step by step! Outstanding!
Business response:
Thank you, Andrew! We're glad Romeo was able to walk you through everything. Feel free to reach out to us with additional questions.
Sydney helped me out with a deposit… Sydney helped me out with a deposit issue. She listened and worked with me to recover lost assets. Her and the tech team are the best. They worked faster than i thought it would take. I trust I Trust with my assets and that they care and do everything they can to resolve issues.
Business response:
Thank you, Anthony! We're glad Sydney was able to assist you with your issue. Feel free to reach out to us with any additional questions.
Julian the representative was top notch… Julian the representative was top notch grade A head of the class OG the man with the plan future CEO. For real he’s the kind of employees every company wants , just great !
Business response:
Thank you, Frank! We're glad you had such a positive experience with Julian. Feel free to reach out with additional questions.
Very helpful Very helpful. Prompt in call backs and following through to the end!
Business response:
Thank you for the positive feedback, Gina! Feel free to reach out with additional questions.
Quick no hassle support Quick no hassle support. Jimbo has helped me at least twice and was excellent explaining and was thorough and patient. I’m now going to set up a Premium Account after funding my Roth IRA. Thanks Jimbo!
Business response:
Thank you, Steve! We're glad Jimbo was able to assist you. Feel free to reach out with additional questions.
Andrew Vital was great to work with Andrew Vital was great to work with. Very knowledgeable and guided me thru out the process.
Business response:
Thank you, Jason! We're glad Andrew was able great to work with. Feel free to reach out with additional questions.
Romeo was great with helping me… Romeo was great with helping me rollover my 401K to iTrustCapital.
Business response:
Thank you, Jaiquez! We're glad Romeo was able to assist with your rollover. Feel free to reach out with additional questions.
Jonathan Kim’s customer service was… Jonathan Kim’s customer service was excellent. He kept me updated on my IRA transfer initiation and confirmation. Thanks a lot.
Business response:
Thank you, Victor! We're glad Jonathan kept updated throughout the process. Feel free to reach out with additional questions.
iTrustCapital has a 4.8 star rating with 19,435 reviews.
iTrustCapital is open now. It will close at 5:00 p.m.