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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 |
Prompt professional Prompt professional, and knowledgeable information. Mo/ Mohannad demonstrated excellent knowledge regarding his profession. Thank you
Business response:
Thank you, Rick! We're glad Mo was able to provide prompt and helpful assistance. Feel free to reach out with additional questions.
Chris Lee was excellent Chris Lee was excellent, I am not tech savvy and he walked me through it like an expert and he was very pleasant. Made me feel good about itrust capital.
Business response:
Thank you, Alan! We're glad Chris was able to walk you through everything. Feel free to reach out with additional questions.
Andrew took my call and "held my hand"… Andrew took my call and "held my hand" throughout the process of transferring my IRA. The entire process was a breeze. Their platform is well and simply laid out.
Business response:
Thank you, Jim! We're glad Andrew was able to walk you through the entire process. Feel free to reach out to us with any additional questions.
Great service Great service, quick response. Knew answers and very kind and helpful!
Business response:
Thank you for the positive feedback, Dean! Feel free to reach out to us with any additional questions.
Romeo did an awesome job helping me… Romeo did an awesome job helping me today! I really appreciate GREAT customer service. SBN
Business response:
Thank you, Sidney! We're glad Romeo was able to assist you. Feel free to reach out with additional questions.
My new Retirement Account My experience with Itrust was very seamless , I was able to roll over a old retirement account into ITrust with no problem , David Cruz actually called and walked me thru any steps and hurdles I had . I picked I Trust because the choice of different assets, and stable funds .
Business response:
Thank you, Jamilah! We're glad David walked you through each steps and addressed challenges along the way. Feel free to reach out with additional questions.
Patience and knowledge I needed a thorough explanation between the Traditional IRA Rollover and Premium Custody Account. Josh took his time to explain the difference between the two where I could understand and make the decision that best suited me. The support at Itrustcapital is second to none. I'm certain the entire support team is great but Josh was my interface for this particular issue and he REPRESENTED WELL . Thanks Josh !
Business response:
Thank you, Raymond! We’re glad Josh took the time to explain the differences between the two, so you could make the decision that best suited your needs. Please feel free to reach out with any additional questions.
Romeo was very helpful in setting up my… Romeo was very helpful in setting up my MFA app.
Business response:
Thank you, Robert! We're glad Romeo was able to assist you. Feel free to reach out with additional questions.
Racing to make the deadline for a Roth… Racing to make the deadline for a Roth deposit. Francisco and David were very helpful and I was successful.
Business response:
Thank you! We're glad Francisco and David was able to help you out with the deposit. Feel free to reach out with additional questions.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 17,225 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open at 7:00 a.m.