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iTrustCapital
Good customer service always available…
Good customer service always available always ready to answer questions
They are so helpful and respectful in…
They are so helpful and respectful in teaching me what needs to happen. I am grateful to have such patient people to work with. It is also wonderful to see how they treat others too. I will continue to use their services as I grow.
Great service
Everyone, especially Chris, has been great to work with. From email responses to assisting with process everyone has been patient and extremely helpful. It is rare to find such personal service these days. I am grateful.
Francisco was 10/10
Francisco was 10/10; thorough, knowledgeable and capable. Francisco walked me through the process quickly and how to navigate potential "non Direct partner" hurdles. I was able to handle that portion easily as a result. I would highly recommend Francisco and iTrust accordingly.
Romeo was a great help.
Romeo was a great help. Walked me exactly through an IRA conversion. He deserves a huge raise. Great to work with. Thank you 😊
Truly amazed by their customer service.
I am truly amazed by their customer service. Both times I've called for help setting up new accounts, a real person answered the phone and helped - no transfers to someone else's voicemail. Lucas and Walter patiently and kindly helped me. That gives me confidence as I entrust my money to them.
Rafael is excellent
Rafael is excellent! Patient, polite, accommodating, professional, & knowledgeable. Highly recommended for anyone who needs customer service with iTrustCapital.
Francisco goes above and beyond to…
Francisco goes above and beyond to assist new customers. He was patient and assisted us with a new account setup and will continue to assist us when we transfer the funds.
Good experience
Good experience Romeo was friendly and knowledgeable and wasn’t trying to pressure
I contacted my Rep
I contacted my Rep, Brendon to discuss ITC's security procedures. Brendon worked with me to address my concerns and he was sensitive to my needs. I appreciated his patience. Thanks Brendon!
Very easy and informative Thanks…
Very easy and informative Thanks Francisco!
I called in regarding some question on my account
I called in regarding some question on my account and Romeo was very knowledgeable in helping me find a solution. Thank you for your assistance.
The Customer Service assistance was…
The Customer Service assistance was exemplary. I am a technically challenged 73 year old. I’ve had more than my share dealing with the worst in Customer service. I say this to say. For the past 2 weeks my Customer service agent Josh has went above & beyond efficiency, professionalism & effective assistance to me. I am a Believer in ITrust Capital by witnessing the graciousness & overall tenacity of Your Customer Service agents.
Romeo was super helpful and polite…
Romeo was super helpful and polite during our conversation of options that maybe possible. I appreciate his professionalism.
Johnatan
Jonathan was a dream to work with. He told me not to rush and followed up to ensure I knew what was happening. Because of how he treated me I will be transferring more funds then I originally planned. Customer Service is 5 stars+
Julian was an incredible help
Julian was an incredible help. For my first time through this process I couldn’t have asked for a better experience. He had answers to every question and I cannot express how much more comfortable I feel now.
Rafael was efficient and courteous
Rafael was fast, efficient, courteous. We got the job done. It was very pleasant working with him.
Johnathan was very professional
Johnathan was very professional, and very informative
Once again..... Excellent.
I'm just not accustomed to the level of service that I've experienced. My departure from VOYA sure left a lot to be desired. Once again I was helped by Romeo. He called me (unprompted) so he could personally guide me through the steps needed to complete my rollover. What a great guy.
Jonathan Kim is amazing ,very patient
Jonathan Kim is amazing ,very patient , very knowledgeable and very helpful and I’m not easy🤣
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iTrustCapital
Good customer service always available…
Good customer service always available always ready to answer questions
They are so helpful and respectful in…
They are so helpful and respectful in teaching me what needs to happen. I am grateful to have such patient people to work with. It is also wonderful to see how they treat others too. I will continue to use their services as I grow.
Great service
Everyone, especially Chris, has been great to work with. From email responses to assisting with process everyone has been patient and extremely helpful. It is rare to find such personal service these days. I am grateful.
Francisco was 10/10
Francisco was 10/10; thorough, knowledgeable and capable. Francisco walked me through the process quickly and how to navigate potential "non Direct partner" hurdles. I was able to handle that portion easily as a result. I would highly recommend Francisco and iTrust accordingly.
Romeo was a great help.
Romeo was a great help. Walked me exactly through an IRA conversion. He deserves a huge raise. Great to work with. Thank you 😊
Truly amazed by their customer service.
I am truly amazed by their customer service. Both times I've called for help setting up new accounts, a real person answered the phone and helped - no transfers to someone else's voicemail. Lucas and Walter patiently and kindly helped me. That gives me confidence as I entrust my money to them.
Rafael is excellent
Rafael is excellent! Patient, polite, accommodating, professional, & knowledgeable. Highly recommended for anyone who needs customer service with iTrustCapital.
Francisco goes above and beyond to…
Francisco goes above and beyond to assist new customers. He was patient and assisted us with a new account setup and will continue to assist us when we transfer the funds.
Good experience
Good experience Romeo was friendly and knowledgeable and wasn’t trying to pressure
I contacted my Rep
I contacted my Rep, Brendon to discuss ITC's security procedures. Brendon worked with me to address my concerns and he was sensitive to my needs. I appreciated his patience. Thanks Brendon!
Very easy and informative Thanks…
Very easy and informative Thanks Francisco!
I called in regarding some question on my account
I called in regarding some question on my account and Romeo was very knowledgeable in helping me find a solution. Thank you for your assistance.
The Customer Service assistance was…
The Customer Service assistance was exemplary. I am a technically challenged 73 year old. I’ve had more than my share dealing with the worst in Customer service. I say this to say. For the past 2 weeks my Customer service agent Josh has went above & beyond efficiency, professionalism & effective assistance to me. I am a Believer in ITrust Capital by witnessing the graciousness & overall tenacity of Your Customer Service agents.
Romeo was super helpful and polite…
Romeo was super helpful and polite during our conversation of options that maybe possible. I appreciate his professionalism.
Johnatan
Jonathan was a dream to work with. He told me not to rush and followed up to ensure I knew what was happening. Because of how he treated me I will be transferring more funds then I originally planned. Customer Service is 5 stars+
Julian was an incredible help
Julian was an incredible help. For my first time through this process I couldn’t have asked for a better experience. He had answers to every question and I cannot express how much more comfortable I feel now.
Rafael was efficient and courteous
Rafael was fast, efficient, courteous. We got the job done. It was very pleasant working with him.
Johnathan was very professional
Johnathan was very professional, and very informative
Once again..... Excellent.
I'm just not accustomed to the level of service that I've experienced. My departure from VOYA sure left a lot to be desired. Once again I was helped by Romeo. He called me (unprompted) so he could personally guide me through the steps needed to complete my rollover. What a great guy.
Jonathan Kim is amazing ,very patient
Jonathan Kim is amazing ,very patient , very knowledgeable and very helpful and I’m not easy🤣
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iTrustCapital
Good customer service always available…
Good customer service always available always ready to answer questions
They are so helpful and respectful in…
They are so helpful and respectful in teaching me what needs to happen. I am grateful to have such patient people to work with. It is also wonderful to see how they treat others too. I will continue to use their services as I grow.
Great service
Everyone, especially Chris, has been great to work with. From email responses to assisting with process everyone has been patient and extremely helpful. It is rare to find such personal service these days. I am grateful.
Francisco was 10/10
Francisco was 10/10; thorough, knowledgeable and capable. Francisco walked me through the process quickly and how to navigate potential "non Direct partner" hurdles. I was able to handle that portion easily as a result. I would highly recommend Francisco and iTrust accordingly.
Romeo was a great help.
Romeo was a great help. Walked me exactly through an IRA conversion. He deserves a huge raise. Great to work with. Thank you 😊
Truly amazed by their customer service.
I am truly amazed by their customer service. Both times I've called for help setting up new accounts, a real person answered the phone and helped - no transfers to someone else's voicemail. Lucas and Walter patiently and kindly helped me. That gives me confidence as I entrust my money to them.
Rafael is excellent
Rafael is excellent! Patient, polite, accommodating, professional, & knowledgeable. Highly recommended for anyone who needs customer service with iTrustCapital.
Francisco goes above and beyond to…
Francisco goes above and beyond to assist new customers. He was patient and assisted us with a new account setup and will continue to assist us when we transfer the funds.
Good experience
Good experience Romeo was friendly and knowledgeable and wasn’t trying to pressure
I contacted my Rep
I contacted my Rep, Brendon to discuss ITC's security procedures. Brendon worked with me to address my concerns and he was sensitive to my needs. I appreciated his patience. Thanks Brendon!
Very easy and informative Thanks…
Very easy and informative Thanks Francisco!
I called in regarding some question on my account
I called in regarding some question on my account and Romeo was very knowledgeable in helping me find a solution. Thank you for your assistance.
The Customer Service assistance was…
The Customer Service assistance was exemplary. I am a technically challenged 73 year old. I’ve had more than my share dealing with the worst in Customer service. I say this to say. For the past 2 weeks my Customer service agent Josh has went above & beyond efficiency, professionalism & effective assistance to me. I am a Believer in ITrust Capital by witnessing the graciousness & overall tenacity of Your Customer Service agents.
Romeo was super helpful and polite…
Romeo was super helpful and polite during our conversation of options that maybe possible. I appreciate his professionalism.
Johnatan
Jonathan was a dream to work with. He told me not to rush and followed up to ensure I knew what was happening. Because of how he treated me I will be transferring more funds then I originally planned. Customer Service is 5 stars+
Julian was an incredible help
Julian was an incredible help. For my first time through this process I couldn’t have asked for a better experience. He had answers to every question and I cannot express how much more comfortable I feel now.
Rafael was efficient and courteous
Rafael was fast, efficient, courteous. We got the job done. It was very pleasant working with him.
Johnathan was very professional
Johnathan was very professional, and very informative
Once again..... Excellent.
I'm just not accustomed to the level of service that I've experienced. My departure from VOYA sure left a lot to be desired. Once again I was helped by Romeo. He called me (unprompted) so he could personally guide me through the steps needed to complete my rollover. What a great guy.
Jonathan Kim is amazing ,very patient
Jonathan Kim is amazing ,very patient , very knowledgeable and very helpful and I’m not easy🤣
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iTrustCapital
Good customer service always available…
Good customer service always available always ready to answer questions
They are so helpful and respectful in…
They are so helpful and respectful in teaching me what needs to happen. I am grateful to have such patient people to work with. It is also wonderful to see how they treat others too. I will continue to use their services as I grow.
Great service
Everyone, especially Chris, has been great to work with. From email responses to assisting with process everyone has been patient and extremely helpful. It is rare to find such personal service these days. I am grateful.
Francisco was 10/10
Francisco was 10/10; thorough, knowledgeable and capable. Francisco walked me through the process quickly and how to navigate potential "non Direct partner" hurdles. I was able to handle that portion easily as a result. I would highly recommend Francisco and iTrust accordingly.
Romeo was a great help.
Romeo was a great help. Walked me exactly through an IRA conversion. He deserves a huge raise. Great to work with. Thank you 😊
Truly amazed by their customer service.
I am truly amazed by their customer service. Both times I've called for help setting up new accounts, a real person answered the phone and helped - no transfers to someone else's voicemail. Lucas and Walter patiently and kindly helped me. That gives me confidence as I entrust my money to them.
Rafael is excellent
Rafael is excellent! Patient, polite, accommodating, professional, & knowledgeable. Highly recommended for anyone who needs customer service with iTrustCapital.
Francisco goes above and beyond to…
Francisco goes above and beyond to assist new customers. He was patient and assisted us with a new account setup and will continue to assist us when we transfer the funds.
Good experience
Good experience Romeo was friendly and knowledgeable and wasn’t trying to pressure
I contacted my Rep
I contacted my Rep, Brendon to discuss ITC's security procedures. Brendon worked with me to address my concerns and he was sensitive to my needs. I appreciated his patience. Thanks Brendon!
Very easy and informative Thanks…
Very easy and informative Thanks Francisco!
I called in regarding some question on my account
I called in regarding some question on my account and Romeo was very knowledgeable in helping me find a solution. Thank you for your assistance.
The Customer Service assistance was…
The Customer Service assistance was exemplary. I am a technically challenged 73 year old. I’ve had more than my share dealing with the worst in Customer service. I say this to say. For the past 2 weeks my Customer service agent Josh has went above & beyond efficiency, professionalism & effective assistance to me. I am a Believer in ITrust Capital by witnessing the graciousness & overall tenacity of Your Customer Service agents.
Romeo was super helpful and polite…
Romeo was super helpful and polite during our conversation of options that maybe possible. I appreciate his professionalism.
Johnatan
Jonathan was a dream to work with. He told me not to rush and followed up to ensure I knew what was happening. Because of how he treated me I will be transferring more funds then I originally planned. Customer Service is 5 stars+
Julian was an incredible help
Julian was an incredible help. For my first time through this process I couldn’t have asked for a better experience. He had answers to every question and I cannot express how much more comfortable I feel now.
Rafael was efficient and courteous
Rafael was fast, efficient, courteous. We got the job done. It was very pleasant working with him.
Johnathan was very professional
Johnathan was very professional, and very informative
Once again..... Excellent.
I'm just not accustomed to the level of service that I've experienced. My departure from VOYA sure left a lot to be desired. Once again I was helped by Romeo. He called me (unprompted) so he could personally guide me through the steps needed to complete my rollover. What a great guy.
Jonathan Kim is amazing ,very patient
Jonathan Kim is amazing ,very patient , very knowledgeable and very helpful and I’m not easy🤣
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iTrustCapital
Good customer service always available…
Good customer service always available always ready to answer questions
They are so helpful and respectful in…
They are so helpful and respectful in teaching me what needs to happen. I am grateful to have such patient people to work with. It is also wonderful to see how they treat others too. I will continue to use their services as I grow.
Great service
Everyone, especially Chris, has been great to work with. From email responses to assisting with process everyone has been patient and extremely helpful. It is rare to find such personal service these days. I am grateful.
Francisco was 10/10
Francisco was 10/10; thorough, knowledgeable and capable. Francisco walked me through the process quickly and how to navigate potential "non Direct partner" hurdles. I was able to handle that portion easily as a result. I would highly recommend Francisco and iTrust accordingly.
Romeo was a great help.
Romeo was a great help. Walked me exactly through an IRA conversion. He deserves a huge raise. Great to work with. Thank you 😊
Truly amazed by their customer service.
I am truly amazed by their customer service. Both times I've called for help setting up new accounts, a real person answered the phone and helped - no transfers to someone else's voicemail. Lucas and Walter patiently and kindly helped me. That gives me confidence as I entrust my money to them.
Rafael is excellent
Rafael is excellent! Patient, polite, accommodating, professional, & knowledgeable. Highly recommended for anyone who needs customer service with iTrustCapital.
Francisco goes above and beyond to…
Francisco goes above and beyond to assist new customers. He was patient and assisted us with a new account setup and will continue to assist us when we transfer the funds.
Good experience
Good experience Romeo was friendly and knowledgeable and wasn’t trying to pressure
I contacted my Rep
I contacted my Rep, Brendon to discuss ITC's security procedures. Brendon worked with me to address my concerns and he was sensitive to my needs. I appreciated his patience. Thanks Brendon!
Very easy and informative Thanks…
Very easy and informative Thanks Francisco!
I called in regarding some question on my account
I called in regarding some question on my account and Romeo was very knowledgeable in helping me find a solution. Thank you for your assistance.
The Customer Service assistance was…
The Customer Service assistance was exemplary. I am a technically challenged 73 year old. I’ve had more than my share dealing with the worst in Customer service. I say this to say. For the past 2 weeks my Customer service agent Josh has went above & beyond efficiency, professionalism & effective assistance to me. I am a Believer in ITrust Capital by witnessing the graciousness & overall tenacity of Your Customer Service agents.
Romeo was super helpful and polite…
Romeo was super helpful and polite during our conversation of options that maybe possible. I appreciate his professionalism.
Johnatan
Jonathan was a dream to work with. He told me not to rush and followed up to ensure I knew what was happening. Because of how he treated me I will be transferring more funds then I originally planned. Customer Service is 5 stars+
Julian was an incredible help
Julian was an incredible help. For my first time through this process I couldn’t have asked for a better experience. He had answers to every question and I cannot express how much more comfortable I feel now.
Rafael was efficient and courteous
Rafael was fast, efficient, courteous. We got the job done. It was very pleasant working with him.
Johnathan was very professional
Johnathan was very professional, and very informative
Once again..... Excellent.
I'm just not accustomed to the level of service that I've experienced. My departure from VOYA sure left a lot to be desired. Once again I was helped by Romeo. He called me (unprompted) so he could personally guide me through the steps needed to complete my rollover. What a great guy.
Jonathan Kim is amazing ,very patient
Jonathan Kim is amazing ,very patient , very knowledgeable and very helpful and I’m not easy🤣
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