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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 |
He walk me thru patiently the process… He walk me thru patiently the process on how to transfer money from uphold wallet. Got all the confirmation before let me go. Very knowledgeable
Business response:
Thank you, Angel! We're glad our team was able to help you out with the transfer.
Bobby is so patient and helpful Bobby is so patient and helpful. He walked me and my daughter through RMD distribution process and POA documents. We are most appreciative!
Business response:
Thank you! We’re delighted to hear that Bobby was able to make the distribution and document process smooth for you both.
Romeo was very friendly Romeo was very friendly, knowledgeable and professional while helping me negotiate the funding/conversion of my account rollover.
Business response:
Thank you, Dana! We're so glad Romeo was able to help you out with the conversion. Please feel free to reach out to us with any additional questions.
Jett from itrust capital was very… Jett from itrust capital was very professional and friendly to work with. I feel much safer having assets stored with them!
Business response:
Thank you, Andrew! We're glad you had a positive experience with Jett. You're always in good hands with our team.
Talked to Romeo on the phone because I… Talked to Romeo on the phone because I needed help finishing up my roll over from my employers 401 k plan , he was super patient and answered all my questions , in fact everyone I talked to at Itrust capitol was very helpful.
Business response:
Thank you! We’re so glad to hear that Romeo and the rest of our team were able to make your 401(k) rollover process smooth and easy.
Great customer service I created my iTrustCapital account, but was having a problem activating my account. Francisco from iTrustCapital called me when he realized I was having a problem before I even had to call them about it. That's great customer service! He resolved my issue quickly
Business response:
Thank you, Veronica! We're glad Francisco was able to be proactive in addressing your issue. Feel free to reach out to us with any additional questions.
Josh B Expert Advice & Patient Josh B. was considerate, knowledgeable and respectfully patient. Thank you.
Business response:
Thank you, Brian! We're pleased to know that you had a good experience with Josh.
ITrustCapital is on it a 100% ITrustCapital is on it. Rolled over an old 401k with ease. They called to guide me through steps and answered all my questions. Big Thank you to Jeff Carpizo!! For following up and Emailing those links made it so easy to finalize my rollover.
Business response:
Thank you, Jose! We're so happy Jeff could assist you with your rollover. Feel free to reach out to us with any additional questions.
Great customer service I’ve had to use customer service twice at iTrust Capital and both Josh and Francisco nailed it. I always feel like customer service is a great representation of the company. I am pleased to have recommended them. Mike
Business response:
Thank you, Mike! It's good to know that you've had a great experience with our team, especially Josh and Francisco.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 14,419 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open on Monday at 7:00 a.m.