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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 |
Alex was amazing talking with me and… Alex was amazing talking with me and answering all of my questions. I am new to this forum of investing and he was able to explain all my questions in an easy to understandable way. ITrust is amazing with all they offer. Thank you!
Business response:
Thank you, Mell! We're glad Alex took the time to answer your questions and explain everything in a clear, easy-to-understand way. Feel free to reach out with any additional questions.
Spoke with Romeo regarding a locked… Spoke with Romeo regarding a locked balance on my account. Took a few minutes to find out why, quickly called me back with an explanation. What more can you ask for?
Business response:
Thank you, Ray! We're glad Romeo was able to quickly look into your account, provide an explanation, and follow up with you right away. Feel free to reach out with any additional questions.
Jimbo was very professional Jimbo was very professional, knowledgable and very helpful
Business response:
Thank you for the positive feedback, Stephen! Feel free to reach out with additional questions.
Rafael was very professional and … Rafael was very professional and informative. Sent me information. I still need to do a little more follow up. He was top-notch.
Business response:
Thank you, Mark! We're glad Rafael provided support and made sure you had the information you needed for your next steps. Feel free to reach out with any additional questions.
Immediately and professionally handled… Immediately and professionally handled my situation
Business response:
Thank you for the positive feedback, Joseph! Feel free to reach out with additional questions.
Julian was great to talk to 😎 Julian was great to talk to. Laid-back, easy-going, and very informative. Excellent job.
Business response:
Thank you, John! We're glad Julian made your conversation comfortable, and easygoing while answering your questions. Feel free to reach out with any additional questions.
Setting Up an Account and Beneficiaries Needed some assistance setting up a Premium Customer Account as well as a Roth IRA, as well as setting up a Trust as a beneficiary. Jonathan Kim was extremely helpful in answering all my questions and providing links to allow me to set everything up. Great service!
Business response:
Thank you, Douglas! We're glad Jonathan provided helpful, knowledgeable support while answering your questions. Feel free to reach out with any additional questions.
Had an issue setting up my account and… Had an issue setting up my account and password. I spoke with Romeo who was very helpful and resolved the problem quickly.
Business response:
Thank you, Paul! We're glad Romeo was able to quickly resolve your account and password issue and get you back on track. Feel free to reach out with any additional questions.
Jimbo helped me with a Roth Conversion Jimbo helped me with a Roth Conversion, he was fantastic!
Business response:
Thank you, Alana! We're glad Jimbo was able to help with your conversion. Feel free to reach out with any additional questions.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 19,443 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open at 7:00 a.m.