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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 |
Awsome customer service Romeo contacted me to update me on a transaction, which he did.I explained I had a question about another transaction. Romeo got back to me within minutes with the information needed. 5 Stars for Romeo
Business response:
Thank you, David! We're glad Romeo was able to update you on the transaction and provide further information. Feel free to reach out to us with any additional questions.
Great Customer Service Romeo was extremely helpful to me today. First impression, I didn't have to wait long on hold before speaking to someone. Then Romeo was VERY patient with me. I did not have all the necessary information and he had to wait many times for me to move forward. He was helpful, courteous and took care of what I needed. AN experience you don't often find with customer service. Five Stars for Romeo!!!
Romeo DelaVictoria and the team there… Romeo DelaVictoria and the team there gave me great help on the issues I was having.
Was in a tight spot Was in a tight spot, needing $ to pay the taxman by the 4/15, Francisco patiently and professionally got me through the “Distribution process” . Francisco went above and beyond the COC to help me fix mistakes I’d made in the process. Thanks
Business response:
Thank you, Jeff! We're glad Francisco got you through the distribution process. Feel free to reach out to us with any additional questions.
I want to first of thank Mohannad from… I want to first of thank Mohannad from ITrustCapital’s customer service team. He was completely professional and helpful in helping me do a “ Conversion “ from a Traditional Roth, over into a Roth IRA. It was very easy and Mohannad was awesome!! I’m super grateful for being apart of ITrustCapital family, because that’s the way they make me feel with their customer service support team!! I highly recommend world, step your ITrustCapital game up 🤭🤭!! Blessings 🙏🏽🙏🏽
Business response:
Thank you, Kareem! We truly appreciate your kind words and positive energy. We’re so glad to hear that Mohannad provided helpful support while guiding you through your conversion. Please feel free to reach out with any additional questions.
Romeo was friendly and able to answer… Romeo was friendly and able to answer all of my questions in a brief amount of time.
Business response:
Thank you, Kit! We're glad Romeo was able to assist you! Feel free to reach out to us with any additional questions.
I called in to ask about the status on… I called in to ask about the status on my rollover and had the pleasure to speak with Rafael. He was very helpful and answered all my questions and concerns.
Julian was very helpful in explaining… Julian was very helpful in explaining the benefits and limitations of the Roth Ira I'm looking into. As well as how it could and couldn't be funded. All around very friendly, courteous, kind and and professional.
My traditional IRA from Fidelity… My traditional IRA from Fidelity transfer to an iTrust Capital Roth IRA was made easy. The customer service has been prompt and courteous. I look forward to a long and prosperous relationship.
Business response:
Thank you, Freddie! We're glad your transfer was easy with the help of our team. Feel free to reach out to us with any additional questions.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 17,126 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open on Monday at 7:00 a.m.