This profile has been claimed by the business owner or representative.
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 |
Professional and friendly Professional and friendly When I needed helped with a disbursement from a Traditional IRA, Josh C was there to help me cut through the red tape. He was both professional and friendly!
Business response:
Thank you, John! It is good to know Josh was able to assist you.
I needed to reset my password and… I needed to reset my password and assure account security with my Roth IRA. Both Francisco and Shawn were great to work with and helped me out very well.
Business response:
Thank you, Tim! We’re glad to hear that Francisco and Shawn provided the support you needed to reset your password and ensure your Roth IRA account remained secure.
iTrustCapital is such an easy company… iTrustCapital is such an easy company to deal with. Most recently, Lindsey Colon (FinOps Specialist) helped me with an IRA transfer. Lindsey was very helpful and knowledgeable, and she always kept me informed during the process. I would highly recommend iTrustCapital to anyone. And thanks again, Lindsey!
Business response:
Thank you! Keeping our clients informed and confident throughout the process is what we aim for. We truly appreciate your recommendation.
Francisco Mondragon was extremely helpful. Francisco Mondragon was extremely helpful and walked me through setting up my SEP, ROTH and traditional IRA accounts and getting them connect with my bank account for funding. A very patient young man with a great disposition.
Business response:
Thank you, Seamus! We’re so glad to hear that Francisco provided such helpful and patient support. Feel free to reach out to us with any additional questions.
Customer service above and beyond!! I worked with Joshua Alvarez to get a distribution and he made the process unbelievably quick and easy. He was so responsive to my questions and help access what I needed. Thank you!
Business response:
Thank you! We're so glad to hear that Joshua Alvarez made your distribution process quick, easy, and stress-free.
Excellent customer service! All my questions were addressed with courtesy and professionalism! Thank you Chris Lee for your assistance!
Business response:
Thank you, Robert. It's great to know that Chris was there to address your questions.
I appreciate the thorough assistance I appreciate the thorough assistance, and levels of security provided. Darya Pirzadeh was especially patient and helpful throughout my request.
Business response:
Thank you, Keith! We’re glad to hear you appreciated the thorough support and security measures in place.
Francisco was extremely knowledgeable… Francisco was extremely knowledgeable and personable. And he was also very efficient which I especially appreciate.
Business response:
Thank you, Eric! His ability to combine professionalism with a personal touch reflects the kind of service we aim to provide.
I needed help opening an account with…David Cruz I needed help opening an account with iTrust Capital and the help that I got was exceptional.
Business response:
Thank you, Jack! It is good to know you had a positive experience thanks to David.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 14,399 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open tomorrow at 7:00 a.m.