This profile has been claimed by the business owner or representative.
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 |
I have nothing but good to say about… I have nothing but good to say about Stacy Liu. She is World Class
Business response:
Thank you, Ken! We are thrilled to hear about your positive experience with Stacy.
Have a Zoom call to verify ID and email… Have a Zoom call to verify ID and email changes in the account. Was easy to schedule, Stacy the person who takes care of me was very flexible. we get everything quickly and efficiently
Business response:
Thank you, Lilly! We appreciate you taking the time to share your positive experience.
Another great experience with I trust capital Customer representative, Grace, assisted me with a distribution verification call today, and as I generally experience with I trust capital representatives, she was professional, friendly, helpful, and very efficient. it was a pleasure working with her!
Business response:
Thank you, Katie! We appreciate your kind words about Grace.
Chad Poulos (Relationship Manager) was… Chad Poulos (Relationship Manager) was simply phenomenal. He proactively partnered with me to ensure that my Traditional IRA was transferred from MML Investors (Fidelity) to iTrustCapital. He achieved this by providing me with frequent updates and extra “touch points”. Namely, he consistently followed up on all steps/actions and checked-in via text, email and telephone calls. (I was especially impressed with this since most people do not pick up the telephone and have an actual convers... read more
Business response:
Thank you, Erica! We are so happy to hear about your positive experience with Chad.
Ashley - Professional, smart & kind Ashley did a great job assisting me with my 401k transfer to iTrust. Ashley was professional, smart and kind. Thank you for everything!
Business response:
Thank you, Michael! We are thrilled to hear about your positive experience with Ashley.
Lindsey from iTrust Capital is amazing! Lindsey was super helpful in getting my distribution processed, and knew the answers to all of my questions! She was able to walk me through my app to find the necessary info like a pro!
Business response:
Thank you! We appreciate your kind words about Lindsey.
Had a basic question and was able to… Had a basic question and was able to get my answer within 1 minute of calling. No wait time. Joseph was super professional and polite. Thanks A LOT!!
Business response:
Thank you for your positive feedback! Please reach out if you have any additional questions.
Alyssa was extremely helpful today in assisting my withdrawal of funds. Based on my experience I highly recommend ITrust Capital. Alyssa was xtremley
Business response:
Thank you, Pilgrim! Our team goes above and beyond, especially Alyssa.
Great customer service Great customer service. The representative knew how to do her job well!
Business response:
Thank you, Patrick! We're thrilled to hear that you had a positive experience with our representative.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 17,898 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open at 7:00 a.m.