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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 Experience! Josh C. handled a necessary Zoom call for us, and I was so impressed by his professionalism, active listening skills, and a can-do, will-do attitude. He was also very patient with me in answering several questions I had. He is an exemplary person in his field of work.
Business response:
Thank you, Raymond! Josh's dedication to helping clients and positive attitude truly exemplify our standard.
Easy IRA setup Mo talked me through the entire process of setting up my IRA. He made it simple and easy and he was able to answer all my questions. Thanks Mo.
Business response:
Thank you, David! We’re so glad Mo was able to make setting up your IRA simple and stress-free. Feel free to reach out to us with any additional questions.
Jett answered immediately and provided answers! Jett answered immediately and answered every single rollover question I had instantly. Extremely professional! Thank you!
Business response:
Thank you, Mark. We're glad Jett was able to address your questions in a prompt manner. Feel free to reach out to us with any additional questions.
Francisco is outstanding and… Francisco is outstanding and consistently goes above and beyond to assist with our Itrust Capital accounts. He’s reliable, knowledgeable, and genuinely cares about helping us succeed. The support he provides makes managing our accounts feel effortless—he truly is the best.
Business response:
Thank you, Jose! Francisco embodies our commitment to making every client’s experience smooth and successful.
The Itrust team was super responsive… The Itrust team was super responsive and proficient in processing my requests as they most always have been for over 5 years using the ITrustCapital platform. Lindsey Colon was my ITrust specialist and was amazing, providing a super-fast turnaround which was very appreciative.
Business response:
Thank you, Scott! We appreciate you for being a client for +5 years. We’re glad to hear that Lindsey delivered the quick support you’ve come to expect from our team.
Real humans helping other humans :) Every person I communicate with at iTrustCapital is knowledgeable, efficient, above all, kind, a real human helping another human. This time Jeff shined helping me convert an IRA. Way faster than expected. Thank you!
Business response:
Thank you, Alexander! We’re so happy to hear that Jeff provided such quick and kind assistance with your conversion. Feel free to reach out to us with any additional questions.
Fund Transfer Hey Romeo thanks for your help
Business response:
Thanks for the positive feedback, Henry!
Josh B help me a lot and solve my… Josh B help me a lot and solve my problem very fast, keep up the good work guys!!!
Business response:
Thank you, Robfel! We're glad Josh was able to resolve your issue. Feel free to reach out to us with any additional questions.
Top notch customer service! Romeo contacted me to check on my needs and ask if I needed any help. He was able to assist me clear up a lingering deposit from my bank. He communicated clearly and professionally. Great service!!
Business response:
Thank you, Jeff! We’re so glad Romeo reached out proactively and helped resolve your deposit issue quickly. 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 15,978 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open at 7:00 a.m.