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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 |
iTrust has made my retirement easy and… iTrust has made my retirement easy and Jeffrey Carpizo was quick to help with all my questions. I cannot recommend them enough.
Business response:
Thank you, Trevor! We're so glad Jeffrey was able to address your questions, and we appreciate your recommendation.
Wire Funds… I called today to get instructions on how to wire funds. Fortunately, I had the pleasure of speaking with Fransico. Fransico was kind, professional, and knowledgeable. He resolved my issue quickly and efficiently.
Business response:
Thank you, Wanda! We're so glad Francisco was able to assist you with your wire transfer.
Alex was very helpful and a great… Alex was very helpful and a great customer service representative. He was easy to contact, replied promptly and was always there to assist. Excellent representative!
Business response:
Thank you, Linda! His dedication to excellent client service truly reflects the values we uphold.
Josh and his team were quick and… Josh and his team were quick and addressed my situation. Very thankful
Business response:
Thank you, Charles! We're happy your concerns were addressed.
My advisor Francisco was very helpful… My advisor Francisco was very helpful and knowledgeable and walked me through this new territory with total professionalism. Highly recommend Itrust capital and Francisco.
Business response:
Thank you! It's always our goal to make the process clear and comfortable. We appreciate your recommendation.
Roth IRA question Very helpful! Answered all of my questions.
Business response:
Thank you, Justin! We appreciate your positive feedback.
Anytime you work with a new company… Anytime you work with a new company there's anxiety. These guys have been awesome to work with at every step.
Business response:
Thank you, Kade! We understand that working with a new company can bring some uncertainty, and we’re so glad to hear that our team made you feel confident and supported every step of the way.
Best customer service I've had two good experiences. T r e n t, proactively reached out to address my questions on Roth conversions and account set up he overviewed the process steps and timings, very helpful. On the last step of the Roth conversion I was puzzled by one of the screens.ROMEO patiently listened to all my steps. He did an excellent job troubleshooting. In the end there was no problem and Romeo provided me two options.After our interactions Romeo kept an eye the Roth conversion process and advise me when it was ... read more
Business response:
Thank you, Michael! It's wonderful to know you felt supported at each step and that your satisfaction was a top priority. Feel free to reach out to our team if you have questions in the future.
Excellent customer service I have an account and needed to change my email. I was incredibly impressed with the level of security I had to go through to ensure it really was me making the change. Darya Pirzadeh made the process smooth. She was very responsive to my emails and walked me step by step through what I needed to do. Excellent customer service!
Business response:
Thank you! Our clients’ security is a top priority, and it’s great to know you felt confident and well-guided every step of the way.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 14,380 reviews.
When is iTrustCapital open?
iTrustCapital is open now. It will close at 5:00 p.m.