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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 |
Shawn from ITrust was incredibly… Shawn from ITrust was incredibly helpful. Every time I have reached out with a question, concern or a need the associates are perfectly considerate and clear with how to figure out what is the best path forward that are consistent with your needs and wants.
Business response:
Thank you, Kylee! We’re so glad to hear Shawn was incredibly helpful and that every interaction you’ve had with our team has been clear and focused on your needs.
Painless process. Bobby was great. Process was painless!
Business response:
Thank you, Francisco. Glad that Bobby was able to help you out.
Andrew was extremely helpful Andrew was extremely helpful - great customer service!
Business response:
Thank you for your positive feedback, Hank!
I’ve had three substantive… I’ve had three substantive conversations with folks at ITrust and each one has been helpful and smooth. The most recent was today with a guy whose name is Mo - although I and my financial advisor misunderstood his intro and kept calling him Mel. In any event, Mo walked us through the process of converting a portion of my traditional IRA to and ITrust Roth IRA. The ITrust AI bot advised me to make that call versus trying to do all that on-line. No was knowledgeable and helpful He helped us through ... read more
Business response:
Thank you, James! We’re glad to hear that every interaction you’ve had with our team, especially with Mo, has been smooth and genuinely helpful.
Fast and courteous service Fast and courteous service
Business response:
Thank you for the positive feedback, Neil!
Francisco explained many things I was… Francisco explained many things I was curious about. I am very new to this and I am confident I made the right choice.
Business response:
Thank you, Steve! We're so glad Francisco was able to clear things up for you. Feel free to reach out to us with any additional questions.
Fransisco was very helpful Fransisco was very helpful, issue resolved
Business response:
Thank you, Dana! We're glad Francisco was able to resolve your issue.
Working with Julian was a pure… Working with Julian was a pure pleasure! Guiding me through the set with him was paramount. Would refer Julian to anyone needing great guidance.
Business response:
Thank you, John! We're glad Julian was able to help guide you. Feel free to reach out to us with any additional questions.
Both Darya and Stacy where very polite… Both Darya and Stacy where very polite and professional.
Business response:
Thank you for your positive feedback, Jim! Feel free to reach out to us with any further questions.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 15,177 reviews.
When is iTrustCapital open?
iTrustCapital is open now. It will close at 5:00 p.m.