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Jed Peterson

25 January 2025, 08:17

  • US

Excellent customer service!

Excellent customer service!

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Brent Buroker

25 January 2025, 08:05

  • US

Fantastic, Keep it Up!

I’m newer to this company, but they have been extremely professional, knowledgable, and attentive to my needs. Their communication is fantastic, monitoring 2 IRA transfers like I’ve never seen before, and I’m an 27-year advisor in the investment business! I spoke with a customer service representative, Lucas, who was one of the best I’ve ever talked to. Keep it up, iTrust and Lucas!

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Jeff

25 January 2025, 08:01

  • US

Jonathan kept me updated through the transfer process

Jonathan contacted me through the transfer process communicating the process & details Thank you!

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Rich Klimkowski

25 January 2025, 04:37

  • US

Very cordial

Very cordial, and knowledgeable as well. Answered all my queions professionally

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David Hunt

25 January 2025, 04:25

  • US

Jett has been extremely helpful

Jett has been extremely helpful. He is very professional and followed through on everything I ask. He is great to work with. My experience with him makes me believe that I am doing business with a great company. I hope all your staff are of his caliber. Thanks Jett!

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zippery

25 January 2025, 04:13

  • US

Happy future investor

I'm always nervous dealing with financial/investment matters. Lucus was great, He answered all my questions in a way that even I could understand. I'm confident that transferring my 401K into an I Trust Capital IRA is the best way to move forward. Thanks again. -Kevin

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Mark Brown

25 January 2025, 04:07

  • US

Very helpful trying to resolve a…

Very helpful trying to resolve a transfer issue

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Krystle

25 January 2025, 04:00

  • US

Chris was very helpful and polite

Chris was very helpful and polite. He was able to get me in earlier than scheduled and was very flexible. It was a pleasure having Chris help me today

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Morleh Sokargbo

25 January 2025, 03:30

  • US

Jonathan has always been awesome and…

Jonathan has always been awesome and professional. He’s super helpful and knows what he’s talking about!

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SANDRA SANCHEZ

25 January 2025, 03:24

  • US

Chad P

Chad P. Was very helpful in answering all my questions related to my rollover and funding off my account. It’s very nice to have someone who takes the time to answer all the questions I have regarding funding and use of my account. I have been a customer for several years and have always received excellent customer support. I cannot recommend iTrust enough to my friends and family. Thank you!