Customer service was great! Chad Poulos was extremely knowledgeable, quick, and easy to work with when setting up my new retirement account. He answered all my questions and furthered his customer service with providing his own line if I had any more issues or concerns with the account. Thanks Chad!

Excellent Customer Service Alex was prompt in answering my call and was very knowledgeable about the process of funding my account. Not only did he answer my questions, but also stayed on the phone with me as I filled out my template to ensure I got all the blanks and boxes filled in correctly.

Greetig was very polite and Jonathan… Greetig was very polite and Jonathan was very helpful with my rollover from my 401K. He was knowledgeable and efficient in solving my problem. Definitely need people like Jonathan he represented ITrust Capital very in a professional manner. Keep up the good work!!

Great Hospitality CSR, Danielle, was very kind and forthcoming with the next steps to fund my new account. I was pleasantly surprised that I even received a call. Typically these days, you create an account and do your business without even knowing if anyone is paying attention. It made me feel valued as a client that they took the time to check in.

Kudos to Courteous Service I was pleased to be served by Jonathan this afternoon. He was courteous and knowledgeable to guide me through the iTrust platform as I am a novice, I especially appreciated his patience. I feel confident to seek help should I need further assistance.