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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 |
Excellent customer service Excellent customer service
Business response:
Thank you for the positive feedback, Rachel!
IRA Rollover - Excellent Customer Service I recently performed a rollover from a 401(k) into an IRA with iTrust . Jonathan was great at proactively communicating with me each step of the way through confirmation if funding. Excellent customer service.
Business response:
Thank you, Neil! We’re so glad that Jonathan provided proactive communication throughout your rollover and kept you informed every step of the way. Please feel free to reach out with any additional questions.
Francisco with iTrustcapital provided… Francisco with iTrustcapital provided excellent customer service. I am always impressed at the quality of attention from its representatives. Thank you
Business response:
Thank you, Alejandro! We’re so glad to hear that our team continues to impress you with their level of attention. Please feel free to reach out with any additional questions.
Excellent Support with My 401(k)… Excellent Support with My 401(k) Withdrawal I recently worked with Rafael at iTrust on a 401(k) withdrawal, and the experience was outstanding. He clearly explained each step of the process, including the timelines and what documents were needed, which made a complex situation feel very manageable. Rafael was patient with my questions, quick to respond, and made sure I understood the implications of each choice before moving forward. Thanks to his professionalism and attention to detail, eve... read more
Business response:
Thank you, Cesar! We’re happy to hear that Rafael provided such clear and thorough support while assisting with your withdrawal. We truly appreciate your recommendation. Please feel free to reach out with any additional questions.
Francisco you’ve been exceptionally… Francisco you’ve been exceptionally helpful in assisting with singing up for website… thanks
Business response:
Thank you, Juan! We're glad Francisco has been able to assist with the sign up process. Feel free to reach out to us with any additional questions.
David and Chris need a raise! David and Chris were very helpful in the process. Give them a weeks vacation paid. They are keeping your customers happy. Ive already referred a friend who was mentioning doing something with his IRA. If you didn't have good people working there, you wouldn't be in business. Give recognition to those who put in 300% effort.
Business response:
Thank you, Sergio! We’re so glad that David and Chris provided such helpful support and made a strong impression. Please feel free to reach out to us with any additional questions.
I am not computer savvy I am not computer savvy. Was having trouble accessing my account. I called customer support and Andrew V. was extremely patient with me and I was able to access my account within a minute or so. Thank you I trust and Andrew for having a customer service line where you can talk to a real person that speaks English as their first language Karl H
Business response:
Thank you, Karl! We’re so glad that Andrew was able to quickly help you regain access to your account. Please feel free to reach out with any additional questions.
Romeo answered my questions and… Romeo answered my questions and assisted me extremely well, thank you.
Business response:
Thank you for the positive feedback, Henry! Feel free to reach out to us with any additional questions.
Professional and Prompt Assistance I had a very helpful and professional interaction with ITRUSTCAPITAL staff! They were courteous and knowledgeable in the support transfer that I needed!
Business response:
Thank you, Marjore! We're glad our team was able to assist with your transfer. 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 16,656 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open on Monday at 7:00 a.m.