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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 |
Relaxed experiences My experience dealing with itrust has been quick, efficient and not stressful.
Business response:
Thank you, Manuel! We appreciate the kind words and are glad we could provide you with a positive experience
First time investors get professional care. The helpful group at iTrust helped me through my first time experience with contacting, routing of funds. They worked with the appropriate contacts to facilitate a timely exchange of my funds. Kind, friendly, diligent and prompt with responses. Thier group made my first time experience a good one Many thanks.
Business response:
Thank you, Tom! Excellent client experience is what we strive for.
IRA Transfer I didn't know how to initiate an IRA inheritance from one iTrustCapital account to another. I called Customer Service and was directed to Megan Semel. Megan did a great job of walking me through the steps and helping me to accomplish the task. Thanks Megan!
Business response:
Thank you, Joe! Please contact us if you have any additional questions or issues.
Professionally helpful. Professionally helpful.
Business response:
Thank you, Bruno! Please reach out to us if you have any additional questions or concerns.
Jimmy was patient and understanding… Jimmy was patient and understanding considering my personal situation.
Business response:
Your feedback is highly appreciated. Thank you for the review!
Got really good timely professional… Got really good timely professional support from Megan Semel of iTrustCapital recently. I need update my address and beneficiaries on my account and she has provided me prompt support needed.
Business response:
Thanks, Jeffrey! We are thrilled to learn that you had a positive experience with us!
A+ service A+ service from Jimmy, and he was able to contact me earlier than scheduled.
Business response:
A+ service is what we strive for. Thank you, Vanna!
Jimmy helped me through the process… Jimmy helped me through the process from beginning to the end. He was very help and patient every step of the way. Hope I get him every time I call in.
Business response:
Thank you, Jason! Please contact us if you have any additional questions or issues.
Mark Morales is great he went above and… Mark Morales is great he went above and beyond to make sure my distribution was done correctly and as soon as possible. Mark goes above and beyond for his clients and I will definitely use them again because of him.
Business response:
Thank you for sharing you awesome experience with Mark! He goes above and beyond. Please contact us if you have any additional questions or issues.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 15,043 reviews.
When is iTrustCapital open?
iTrustCapital is open now. It will close at 5:00 p.m.