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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 |
Mark Morales is a really great customer… Mark Morales is a really great customer service representative! He went above and beyond to help make our 401K to IRA/Roth IRA roll-overs smooth and hassle free. We now have three accounts with iTrust and are so grateful we made the moves we did.
Business response:
Wow Edward, thank you for the kind review! We're so grateful that you chose us and glad Mark provided you excellent customer service. Have fun on the platform!
Adam Fote from Itrust Capital was… Adam Fote from Itrust Capital was amazing to talk with...he answered all my questions and was very professional...thank you Itrust Capital, ill be moving my Roth over to you!
Business response:
Adam does a fantastic job when answering questions for clients. Thank you for choosing us, Joseph!
iTrust was very good at keeping in… iTrust was very good at keeping in touch via the emails and following up to make sure that you were making sure that you are aware of what stage the transferring process is in so that you can make sure that account you are transferring is doing what they are supposed to do. You can also make an appt to talk to someone which can be beneficial the first time you are filling out all the TF forms because it is not always clear which acct number you are supposed to use.
Business response:
Thank you for leaving us a review, Rex! If you ever have any questions and concerns please do not hesitate to reach out to us.
Excellent Excellent - Dependable - East to use - Easy to see your investments
Business response:
That is what we strive for! Thank you, David!
Great customer service… So far have had great customer service and a helpful attitude from their team. Would recommend!
Business response:
Thank you for your recommendation, David! Enjoy the platform.
Gregory has been absolutely amazing Gregory has been absolutely amazing. I love you guys and have all ready refereed one person with more to come. Thank you for being out in front of this movement. I know it isn't easy as I have started several startups my self. Thank you very much!
Business response:
Gregory is amazing! Many thanks for sending us a thoughtful review and referring a new client. Have fun!
Thank you Mark for all your Help. Thank you Mark for all your Help.
Business response:
Mark is very helpful to our clients. We thank you for choosing us, Martin!
I have always been well supported by… I have always been well supported by iTrust staff. Most recently it was Danielle, who was always prompt and friendly. In the past, similar support was provided by Rochelle. Also, at the beginning, when I set up the account, I received a good support and counsel from Jimmy Herrera, who also followed up with my subsequent inquiries. All in all, iTrust has great support staff, with great customer focus. Sincerely, SRM
Business response:
Thank you for your review Sanjeev! We take pride in providing the best service for our clients, especially Danielle, Rochelle, and Jimmy. Enjoy the platform!
Excellent I had an excellent experience and my question answered completely.
Business response:
Thanks, Pete! We're glad to hear that we were able to answer all of your questions.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 14,292 reviews.
When is iTrustCapital open?
iTrustCapital is open now. It will close at 5:00 p.m.