This profile has been claimed by the business owner or representative.
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 |
Chris Lee helped me all the way… Chris Lee helped me all the way through, not the halfway like Francisco did. With his help, I was able to go through video interview and reverified again. It wouldn’t have been so smooth if it wasn’t his help since I am not so tech savvy. Great job, Chris Lee. Your service was well above and beyond my expectations. Also, I appreciate the fact that you have a land line also.
Johnathan was quick and responsive with… Johnathan was quick and responsive with informationas or became available
Andrew of iTrust is the best! I am so impressed with Andrew of iTrust Capital. He has been very helpful to my wife and me as we transferred money into our 2026 Roths. He made it very easy for us and we understood all the counsel he offered. Great guy. I highly recommend!
Very helpful customer service from a Romeo! New to iTrust and had some hiccups in the signup process. Romeo was fantastic in working through those quickly and was very helpful overall. After those initial hurdles were cleared the rest was super-easy. Able to fund and buy much faster than expected. Highly recommended!
Rafael was great Rafael was great. He was polite and friendly. Experience was quick and efficient. Thanks.
First-time distribution experience The process flow of executing a distribution was explained clearly, it was concise and employed excellent error prevention steps. Rafael Barraza was particularly helpful providing guidance through the customer-facing part of the process. Very pleased.
I am a retired union worker from local… I am a retired union worker from local 104 and was dealing with a very stressful 401k rollover. Aniah Dunaway-Pugh from iTrustCapital stepped in and was a total professional. They got on a 3 way call with my plan admin and helped me navigate the old world paperwork to make sure my retirement funds were moved safely. Highly recommend asking for Aniah if u want someone who actually looks out 4 u.
Romeo was super helpful in getting my… Romeo was super helpful in getting my rollover deposited. Thanks!!
Business response:
Thank you for the positive feedback!
Very helpful I created two accounts and they were able to straighten it all out in a matter of minutes. Great customer service.
Business response:
Thank you for the positive feedback, Sherze!
iTrustCapital has a 4.8 star rating with 16,177 reviews.
iTrustCapital is closed now. It will open tomorrow at 7:00 a.m.