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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 |
Impressive I can't remember a time I called. I trust Capital and they didn't go out of their way to impress me. I want to thank Josh and Lindsey Colon for outstanding service with an urgency. If you haven't used, I trust Capital. I suggest you call them immediately.
Business response:
Thank you, Charles! We’re so happy to hear Josh and Lindsey provided outstanding service. We truly appreciate your recommendation.
Brendan helped me with my rollover to iTrust Capital Brendan has always been very responsive, professional and supportive when we are making investments at I trust capital. We are pleased with the experiences that we have had with him.
Business response:
Thank you, Jeannie! We’re so glad Brendan has been able to help you out and provide a good experience.
I had just finished the online sign up… I had just finished the online sign up and within a few minutes had received a welcome call from Romeo to make sure I had no questions. The text follow up during funding for my Roth account was helpful and courteous.
Business response:
Thank you, Randy! We’re so glad Romeo’s welcome call and follow-up made your account setup smooth. Feel free to reach out to us with any additional questions.
iTrustCapital Rocks! Thank you, Josh B.! 1) Did not have to wait more than 5 minutes for Josh B. to pick up to help me. 2) Josh answered my questions and gave me some tips. 3) I love iTrustCapital because their is always someone available to assist (either by email or phone). Kudos to Josh B. and iTrustCapital! Todd
Business response:
Thank you, Todd! We’re so glad Josh provided timely support and that you value having our team readily available. We appreciate your kind words.
401k rollover...needed assistance I am in the process of doing a rollover. I received an email that didn't give me the specifics, so I called up the help line and talked to Julian. He told what exactly to do step by step. Very knowledgeable and a nice guy, too. Thanks!
Business response:
Thank you, Ryan! We’re happy that Julian was able to walk you through the rollover process with clear guidance. Feel free to reach out to us with any additional questions.
Jeff did a good job of handling my… Jeff did a good job of handling my transfer
Business response:
Thank you, John! We're pleased Jeff could help you out.
Mr Romeo is a very special personality… Mr Romeo is a very special personality He has so much knowledge for this Institution and offer so much help and patience for doing the correct application for any type of account He is very focused and oriented to details to working process I will recommend him with great confidence by giving to him 10 on a scale 1 to 10 , 10 being EXCELLENT STAFF
Business response:
Thank you, Vasilica! We’re so glad Romeo made your experience excellent. We truly appreciate your recommendation.
Francisco Mondrago was phenomenal Francisco Mondrago was phenomenal! His knowledge and patience made the experience worth while.
Business response:
Thank you, Darren! We’re so glad Francisco’s knowledge and patience made your experience a great one.
Romeo was great Romeo was great! I am older and have a poor memory. He heard my struggle and offered to email me the forms I need to do my taxes. He also spoke to my husband and will email his too! Great support!
Business response:
Thank you, Andrea! We’re so glad Romeo provided thoughtful support and made things easier for both you and your husband.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 15,085 reviews.
When is iTrustCapital open?
iTrustCapital is open now. It will close at 5:00 p.m.