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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 |
Romeo followed up with me about a… Romeo followed up with me about a rollover and provided great customer support! Ready to get my roth funded and start making money! Thanks iTrust!
Business response:
Thank you, Kyle! We're glad Romeo was able to assist you with the rollover. Feel free to reach out to us with additional questions.
I needed help with a conversion and… I needed help with a conversion and Chris Lee did an amazing job walking me through the whole process, very patient and very knowledgeable. greatly appreciated it Chris thank you
Business response:
Thank you, Daniel! We're glad Chris was able to walk you through the whole process. Feel free to reach out to us with additional questions.
Customer service Customer service
Business response:
Thank you, Andrew!
Julian was knowledgeable about the… Julian was knowledgeable about the services you provide. He took his time explaining how to set up and fund an account. It was a pleasure speaking with him. Keep up the great work
Had an issue add funds to trust Had an issue add funds to trust, called talked to Andrew who had it fixed within 10 minutes! Very professional and helpful!
Business response:
Thank you! We're glad Andrew was able to quickly resolve your issue. Feel free to reach out to us with additional questions.
Romeo was GREAT! I had a wonderful experience on the phone with Romeo when I called into customer support with ITrustcapital. Romeo patiently walked me through my portal to find the documents I needed to sign and upload. He was very knowledgable and patient with me as I was a little frazzled trying to get it done.
Business response:
Thank you, Robin! We're glad Romeo was able to walk you through the portal and help you complete the necessary tasks. Feel free to reach out to us with additional questions.
I received a call from Rafael who… I received a call from Rafael who observed I was struggling with adding additional accounts. Rafael led me through the process with much patience as I worked to solve my issues on both my mobile phone and computer simultaneously. Rafael answered all my questions with the ease of someone well experienced with the iTrust policies, procedures, and program features. Rafael was a pleasure to work with and is an excellent iTrust ambassador of service.
Business response:
Thank you, Russell! We're glad that Rafael proactively reached out and guided you through adding your accounts. We appreciate your kind words. Feel free to reach out to us with any additional questions.
Great Customer service!Romeo called me… Great Customer service!Romeo called me to help finish setting up my account.ItrustCapital has awesome accounts to open tax advantage for me.
Business response:
Thank you, Paul! We're glad Romeo was able to help you finish setting up your account. Feel free to reach out to us with additional questions.
Very helpful,polite and professional Very helpful,polite and professional. Look forward to working with him later in week
Business response:
Thank you, Howard! We're glad you had a positive experience.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 19,673 reviews.
When is iTrustCapital open?
iTrustCapital is open now. It will close at 5:00 p.m.