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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 |
I had a terrific experience. I had a terrific experience.
Business response:
Thank you, John! We're so glad to hear you had a terrific experience!
Ashley was clear with her instructions… Ashley was clear with her instructions and help me to navigate through the app with ease. She’s very knowledgeable and clearly pays attention to detail. Ashley was very professional!
Business response:
Thank you, Richard! We appreciate your kind words.
I appreciate the customer communication… I appreciate the customer communication the team provides. Rolling over money us a slow process and i like the iTrust reached out to me to co firm when the check arrived and let me know via text when the funds were available.
Business response:
Thank you for the feedback, Russell. Please reach out if you have any additional questions regarding your rollover; our team is here to help.
Jessica Lezama in iTrust's Funding… Jessica Lezama in iTrust's Funding Support was very helpful in resolving my questions about what mailing address and other information I need to provide my employer for disbursing the rollover payment.
Jessica was very patient and helpful… Jessica was very patient and helpful with my problem. She stayed on the phone until I had all the information needed. Not being very good at tech issues, I really appreciated her! Debra gabay
Business response:
Thank you, Debra! It's wonderful to hear that Jessica was able to provide you with the support and information you needed. Please reach out if you have any additional questions; our team is here to help.
I had a zoom meeting with Stacy Liu to… I had a zoom meeting with Stacy Liu to change the phone number on my account. She was very professional and everything went smoothly. I can’t thank her enough.
Business response:
Thank you, Dean! We appreciate your kind words and are happy to know that everything went smoothly.
Alex was very professional Alex was very professional, pleasant, gave directions that were easy to understand. I sent a message through ITrust and Alex followed up with both a text and phone call and made sure each step was followed and the transaction was completed. Thank you Alex.
Business response:
Thank you, Roberta! It's wonderful to hear that you found Alex to be professional, helpful, and easy to work with. We appreciate your kind words and will share your feedback with our team.
Stacy was a pleasure to deal with Stacy was a pleasure to deal with! She answered all of our many questions, made us feel at ease in the process, and completed the tasks proficiently!
Business response:
Thank you, Darrell! We strive to provide excellent customer service, and we're glad that you found our team helpful and efficient.
I’m just getting started and needed… I’m just getting started and needed help to walk me through to rollover and then covert from trad IRA to a Roth and Joseph worked with me and got everything done and then I had another IRA to transfer and he helped me with that one as well. I hope Joseph is there whenever I need to call in. He’s great. Thanks so much for making this go smoothly and for your patience with me.
Business response:
Thank you, Mark! We strive to provide excellent customer service and are happy to hear that Joseph was able to assist you with your questions.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 17,899 reviews.
When is iTrustCapital open?
iTrustCapital is open now. It will close at 5:00 p.m.