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 |
Chad Poulos is a keeper! Just wanted to express how grateful I am to Chad Poulos. Being somewhat inexperienced with investing within my 401k, I felt a little intimated. I appreciate Chad’s patience, as well as his knowledge, and how he answered my questions in a clear and concise way. Because of his assistance, I feel much more confident in navigating iTrustCapital’s platform and my next steps. Thank you, Chad!!
Business response:
Thank you, Amy! Our team goes above and beyond, especially Chad.
Friendly service and it was quick and… Friendly service and it was quick and easy
Business response:
Thank you, JHU! We're thrilled to hear you had a positive experience with our service.
Wanted to quickly acknowledge Grace… Wanted to quickly acknowledge Grace Avina for taking the extra time and effort to make things happen! Here time management and multi tasking skills are excellent but moreover she cares about customers needs which sets her apart from the rest! Thank you Grace !!
Business response:
Thank you, AA! We are so happy to hear about your positive experience with Grace.
Change can be difficult but iTrustSecure Julian was very helpful navigating me through the process of becoming a new client since I had multiple products and accounts. I will recommend iTrustCapital to friends and family. Thank you, Julian. If you are scared or hesitant to change, don’t be. The name says it all.
Business response:
Thank you, Rebecca! We appreciate your kind words and are thrilled to hear about your positive experience with Julian.
Ben was quick & to the point Ben was quick & to the point. Got my questions answered and was off the call in 5 minutes. Much appreciated since I was on lunch break.
Business response:
Thank you, Kevin! Our team goes above and beyond, especially Ben.
It was a pleasure corresponding and… It was a pleasure corresponding and speaking with Lindsey regarding the funds transfer process. She was very professional, friendly, calm, and patient with all the questions that I had to ensure that the funds transfer went smoothly. iTrust's transfer security procedures are very good.
Business response:
Thank you, Rick! We are so happy to hear that you had a positive experience with Lindsey.
Chad did a great job answering my… Chad did a great job answering my question about my account.
Business response:
Thank you, Jason! We appreciate your kind words and are happy to know that you had a positive experience.
Convert from Traditional IRA to iTrustCapital Recently submitted request to convert my Wells Fargo Traditional IRA to iTrust Roth IRA. I was highly impressed with iTrustCapital responses and quick turnaround to complete conversion. My Special thanks to Jeffrey and Nadia for making this transition appear almost seamless. It's highly appreciated and please keep up the great work. Best, Don S. Napasindayao
Business response:
Thank you, Don! Please reach out if you have any additional questions.
Friendly and efficient staff. Friendly and efficient staff.
Business response:
Thank you, Kendrick! We appreciate your kind words about our staff.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 18,704 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open on Monday at 7:00 a.m.