iTrustCapital

4.8

Finance
Irvine, CA

About this business

Finance

Location details

2372 Morse Avenue, #966, Irvine, CA, 92614, United States

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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

4.819,190 reviews

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DALE WHEELER

5 days ago

Great IRA assistance! Jett- Senior Relationship Manager was a great help in helping me move funds into a Roth IRA account.

Business response:

Thank you, Dale! We're glad Jett provided great support while helping you move funds into your Roth IRA. Feel free to reach out with any additional questions.

S Crampton

a week ago

Chris Lee was excellent Chris Lee was excellent! I had problems getting the zoom call going and he was very patient with me and made the process enjoyable.

Business response:

Thank you! We're glad Chris was able to assist you. Feel free to reach out with additional questions.

Mark Turcotte

a week ago

This was my first transfer from an… This was my first transfer from an existing account. When a hiccup presented, they jumped in and stayed with it until resolution. I couldn’t be happier!!!

Business response:

Thank you, Mark! We're so glad our team was able to resolve your issue. Feel free to reach out with additional questions.

Al Aguila

a week ago

Thanks Thanks, Jonathan for helping us convert our iTrust traditional IRA to Roth. You made it simpler and easier.

Business response:

Thank you, Al! We're glad Jonathan was able to assist with the conversion. Feel free to reach out with additional questions.

Jack

a week ago

Rafael and Romeo were both excellent … Rafael and Romeo were both excellent with my wife and I.

Business response:

Thank you, Jack! We're glad you and your wife had a positive experience with Rafael and Romeo. Feel free to reach out with additional questions.

a week ago

Kudos to Grace, Francisco, Chris and Others who helped me Navigate… Francisco and Chris helped me navigate the submission to process my Rollover quickly. They both were helpful and knowledgeable, exemplifying great customer service and customer care. Additionally, Grace who persisted to reach out to me to give me heads up on a transaction, which I plainly missed. Sorry, if I missed anyone who helped me these last few days. Kudos to you as well. Definitely an attentive and supportive itrustcapital team.

Business response:

Thank you! We're so glad Francisco, Chris, and Grace provided attentive and knowledgeable support throughout your rollover process. Feel free to reach out with any additional questions.

customer

a week ago

I had a great experience with Joshua C I had a great experience with Joshua C. We were back and forth for about a week. He guided me through everything I wasn't able to do on my own. He was very patient with me. I could never have done this without him. He was polite, very knowledgeable and he made, what was frustrating to me, a whole lot easier. I thought he was awesome.

Business response:

Thank you! We're glad Joshua was able to provide knowledgeable assistance. Feel free to reach out to us with additional questions.

Dana

a week ago

Romeo called me to verify my transfer request Romeo called me to verify my transaction information. I erroneously duplicated my transaction whereas money could have been taken from my account. He was able to delete the second request before the money was taken from my account. I appreciate the follow up and the customer service.

Business response:

Thank you, Dana! We're glad Romeo was able to assist with your transaction issue. Feel free to reach out with additional questions.

James Edwards

a week ago

Aniah excellent customer service Spoke with the representative Aniah . I was looking to get some information resolved regarding a rollover and making sure that the funds had reachedI ITRUSTCAPITAL. The representative Aniah was very helpful. Very knowledgeable. I appreciate him taking the time to go over the things that I needed to do to make sure that this would be a smooth transition. He was very professional, very courteous and very patient.

Business response:

Thank you, James! We're glad to hear that Aniah provided knowledgeable support while helping with your rollover. Feel free to reach out with any additional questions.