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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 |
Josh C was very helpful Josh C was very helpful, pleasant, and professional. Always a pleasure working with these folks.
Business response:
Thank you! We're glad Josh was able to assist you with everything. Feel free to reach out to us with additional questions.
Romeo was very helpful Romeo was very kind, courteous, and helpful. He stayed on the phone with me until we resolved the problem.
Business response:
Thank you, Dennis! We're glad Romeo was able to resolve your problem. Feel free to reach out to us with additional questions.
Jonathan was great and very helpful and… Jonathan was great and very helpful and very patient too. He made things easier for me to understand and I really appreciate that.
Business response:
Thank you, Carol! We're glad Jonathan was able to assist you. Feel free to reach out to us with additional questions.
I had so much difficulty in starting… I had so much difficulty in starting the IRA transfer from my prior custodian, but Jonathan from your company called me & offer his assistance in directing me to complete the IRA transfer procedures, which made the process so smooth. Appreciate his assistance, without his clear instruction, the transfer process will not work. Thanks.
Business response:
Thank you, Waifun! We're glad Jonathan reached out and provided the guidance you needed to complete your IRA transfer. Feel free to reach out to us with any additional questions.
My experience was great! My experience was great! Darya was very helpful walking me through the process of changing some important information to my account and showed excellent customer service. Her patience and communication are top tier. Thank you again Darya!
Business response:
Thank you, Blair! We're glad Darya was able to assist you through the process. Feel free to reach out to us with additional questions.
Love iTrustCapital Rafael Barrazau was phenomenal - saw my issue through to its satisfactory conclusion!
Business response:
Thank you! We're glad Rafael was able to resolve your issue. Feel free to reach out to us with additional questions.
Rafael rocks! Rafael was helpful, thorough and got us taken care of with all we needed quickly and efficiently!!! Thank you! Excellent customer service.
Business response:
Thank you, Amy! We're glad Rafael was able to assist you with what you needed. Feel free to reach out to us with additional questions.
Excellent customer service Rafael helped me complete a complicated transfer from my previous brokerage. Top notch.
Business response:
Thank you! We're glad Rafael was able to assist you with the transfer. Feel free to reach out to us with additional questions.
Darya was great helping me Darya was great helping me update my phone number! She is friendly, patient and efficient. I would be very happy to have her help again if I need it in the future.
Business response:
Thank you, Songqiao! It's good to know that you've had such a positive experience with Darya. Feel free to reach out to us with additional questions.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 18,347 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open on Monday at 7:00 a.m.