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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 |
Romeo helped me out with proficiency Romeo helped me out with proficiency! He helped me navigate through the website and assisted me in completing three tasks.
Business response:
Thank you, Charles! We're glad Romeo helped you navigate through the website. Feel free to reach out to us with any additional questions.
There was a slight problem with my… There was a slight problem with my verification process but Francisco helped me out by understanding my problem, looking it up and then walking me through to solve it. This is a great platform with representatives waiting and willing to assist you. Shout out to Victor who promptly answered my emails. The services/accounts that are offered are great as well and caters to simplifying what I need. Overall, this is a great platform!
Business response:
Thank you, Aqil! We’re glad that Francisco was able to quickly understand the issue and walk you through the verification process to get everything resolved. Please feel free to reach out with any additional questions
Complicated Roth 401k Rollover Made Easy I needed to do a rollover from my Roth 401k, but my employer plan administrator complicated the distribution. I called iTrust Capital and spoke to Romeo who listened and understood the issue. I was afraid that I would mess up the rollover, but Romeo made it clear what steps to take, and he assured me that the 1099 was going to be in order. Thanks a ton!
Business response:
Thank you! We’re so glad to hear that Romeo was able to step in, understand your situation, and provide clear guidance during your rollover.
ITRUST CAPITAL Romeo Delvictoria gave me a call back on some follow-up questions. Very professional. Very clear and informative instructions. Anytime I call over there you get live people to talk to which is amazing! Highly recommended.
Jett was great to work with… Listened… Jett was great to work with… Listened patiently to all my questions… answered each one clearly… wasnt the least bit dismissive… eager to know if there was anything else he could help with… makes me willing to call itrust for assistance without any hesitation… kudos to u Jett…
Business response:
Thank you, Howard! We’re so glad that Jett took the time to listen, answer all of your questions, and ensure you felt fully supported. Please feel free to reach out with any additional questions.
Rafael excellent account manager… Rafael excellent account manager efficently helped me complete all tasks. Have been with iTrust Capital since 2020.
Business response:
Thank you, Robert! We truly appreciate your continued trust since 2020. We’re glad that Rafael helped you complete everything smoothly.
Francisco was great! Francisco was very responsive and helpful! He sent me everything I needed in a timely manner. Highly recommended
Business response:
Thank you, Gary! We're glad Francisco was able to help you out in a timely manner. Feel free to reach out to us with any additional questions.
Wire transfer help and questions were… Wire transfer help and questions were quickly answered on the phone. Love that I can speak to real person. Lucas was helpful and knowledgeable.
Business response:
Thank you! It’s great to know Lucas was helpful and knowledgeable throughout the process. Please feel free to reach out with any additional questions.
Romeo was awesome Romeo was awesome - no wait, connected to a human right away! Wasn't sure about my question so immediately checked with supervisor and provided definitive guidance in real time
Business response:
Thank you, Jim! We’re so glad that you were able to connect with Romeo right away. Please feel free to reach out with any additional questions.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 17,627 reviews.
When is iTrustCapital open?
iTrustCapital is open now. It will close at 5:00 p.m.