This profile has been claimed by the business owner or representative.
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 |
Roth IRA conversion I had a recent set of questions regarding a Roth IRA conversion with Francisco. He explained the whole process and actually stayed on the line to help me complete the process in real time. Absolutely outstanding customer service which is almost impossible to find in today’s AI environment. iTrustCapital is an excellent company and Francisco is a major reason for that opinion.
Business response:
Thank you, Max! We're glad Francisco was able to assist with your conversion process. We truly appreciate your kind words.
Start your new year off with results! Ask for Romeo! I called iTrust today concerning 2026 account funding and was fortunate to have Romeo take the call. Not only did Romeo answer my immediate questions promptly and accurately, he impressively followed up the call in less than 10 minutes to confirm receipt and processing of my funds. If you want customer focused results… ask for Romeo!
Business response:
Thank you! We're so pleased to know Romeo was able to assist with your funding questions and provide follow-up assistance. Feel free to reach out to us with any additional questions.
Josh B ITrustcapital Josh B. was extremely knowledgeable and helpful in moving my assets off of two exchanges into my PCA. It was quick and efficient. ITRUSTCAPITAL has always been professional when I have questions, whether it concerns my IRA or my PCA. I have recommended them to friends and family.
Business response:
Thank you, Holly! We're glad Josh was able to assist with the transfer. We appreciate your recommendation.
Helpful and Straightforward With Romeo helping me, guiding me through the website pages, the process was fast and painless. Accomplished 2 items that I needed done. As an engineer, this was straightforward.
Business response:
Thank you! We're so glad Romeo was able to help you accomplish what you needed to get done. Feel free to reach out to us with any additional questions.
All question answered and excellent… All question answered and excellent guidance throughout the transaction!
Business response:
Thank you, Paul! We're glad you were able to receive help from our team throughout your transactions.
I am very happy with iTust customer… I am very happy with iTust customer service. David provided outstanding customer service. Thank you
Business response:
Thank you, Reena! We're happy you had such a positive experience with David.
Raphael was very helpful. Raphael was very helpful.
Business response:
Thank you, David! We're glad Raphael was helpful.
Very good experience with Josh helping… Very good experience with Josh helping me with my transfer today
Josh B was perfectly helpful! Josh B was perfectly helpful!
Business response:
We are so glad that Josh was able to assist you!
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 17,112 reviews.
When is iTrustCapital open?
iTrustCapital is open now. It will close at 5:00 p.m.