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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 |
I was so impressed with how helpful the… I was so impressed with how helpful the itrustCapital team walk me through the IRA process. I transferred all of my 401K to itrustcapital, investing in my daughters future for me is so important. That why I went all in with these guys. Best K
I believe iTrust Capital is outstanding... I believe iTrust Capital is an outstanding option for rolling over a 401K! I’ve had some questions and Jared Feldman was readily available to provide quick, concise answers in minutes, not hours or days… I’m very happy I found iTrust Capital.
I HAVE BEEN VERY PLEASED WITH… I HAVE BEEN VERY PLEASED WITH ITRUSTCAPITAL SERVICE AND LOW FEES IN COMPARISON TO OTHER LIKE SERVICES
Converted an old 401k over to a… Converted an old 401k over to a traditional IRA. Even with a couple minor hiccups, experience has been wonderful. Customer service is outstanding! Highly recommend;)
Daniel Martin from iTrustCapital has… Daniel Martin from iTrustCapital has been knowledgeable and been there to help me with the onboarding process. He has communicated with me every single day to ensure I had a smooth process in setting up my account. He answered all questions on time and provided a great customer experience. I am looking forward to work with iTrustCapital and have a long relationship with the company.
Zach Santore was both knowledgeable and… Zach Santore was both knowledgeable and personable. He had the answers to all my questions and was a pleasure to interact with. Hey Zach "don't forget to stay awesome!"
Exemplary customer service with a can do attitude! I wanted to say a special thank you to Shawn and Felipe. They both represent iTrustCapital in a very positive way. I found both of them to be very knowledgeable, helpful and willing to find a workable solution. These two gentlemen gave me a high level of comfort and trust in your company. I am especially surprised to find out that Shawn is fairly new. He was well informed and gave me a sense that he understood what exactly what I was asking of him/iTrust. Felipe was wonderfu... read more
In processing customer. Impressed so far. As you can imagine I am a little nervous with this decision. I was emailing back and forth with Alexis - iTrust representative. I came to a stumbling point where I needed to talk to someone and expected to wait until my planned meeting the following Tuesday (about 4-5 days away)...... about and hour later, Alexis called me to answer questions and walk me through the process - totally unexpected. She was very helpful and answered everything in detail. I had read that iTrust was excell... read more
It was a learning curve process but… It was a learning curve process but once I spoke with a few advisors and got some coaching on next steps and expectations I got the hang of it. Thanks.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 17,854 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open on Monday at 7:00 a.m.