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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 |
Great job, Francisco! I'm new to iTrustCapital and had a bunch of questions about how to set up a Roth IRA and fund it. Francisco did an outstanding job of answering all my questions and coming up with a solution for the pickle I had gotten myself into. I would recommend that the choice between SELF and SPOUSE during the process to set up a Roth IRA be clarified better. I had totally misinterpretted it.
Jimbo was my ITrust capitol zoom… Jimbo was my ITrust capitol zoom verification meeting. He was pleasant and early for the call which I very much appreciated!
Business response:
Thank you, Julie! We’re happy to hear that Jimbo made your Zoom verification experience pleasant and efficient. Feel free to reach out to us with any additional questions.
I’ve been with ITRUST for several years… I’ve been with ITRUST for several years and all my rollovers have been painless and efficient. Great service and always available, which is a plus in today’s world With this particular rollover, my contact (Brendan)has been extremely helpful. Within 12 hours of initiating the rollover, I received a call from Brendan directly, offering his assistance and a direct contact in the event of any hurdles. Outstanding company Keep up the great work.
Business response:
Thank you, Keith! We’re thrilled to hear that your experience over the years has been smooth and that Brendan provided prompt, personal support for your most recent rollover.
David was very patient with me and… David was very patient with me and repeated my questions back to me so that he understood exactly what I was trying to ask. He walked me through the rollover process step by step in real time.
Business response:
Thank you, Michael! We’re so glad to hear that David took the time to walk you through each step and ensure everything was clear.
David was amazing David was amazing! He made funding my account easier for me and walked me through the process.
Business response:
Thank you, Louis! We're glad David was able to walk you through the funding process. Feel free to reach out to us with any further questions.
The kind of customer service that… The kind of customer service that brings you back.
Business response:
Thank you for the positive feedback, Tony!
Outstanding service Brendan provided outstanding service. He answered every question clearly, guided me through the entire process . Truly excellent customer support — highly recommended.
Business response:
Thank you, Chad! We're glad Brendan was able to guide you through the entire process. Feel free to reach out to us with any additional questions.
I worked with Brendan Made the IRA Transfer Process Effortless on transferring… I worked with Brendan on transferring and funding my inherited IRA, and he made the process smooth and stress-free from start to finish. He was professional, patient, and clearly knew the ins and outs of the system, which saved me a ton of time and confusion. Excellent communication throughout — exactly the kind of service you hope for but rarely get.
Business response:
Thank you, Collins! We’re thrilled to hear Brendan made your inherited IRA transfer such a smooth and stress-free experience. Feel free to reach out to us with any additional questions.
My man Romeo 👍 still on the ball My man Romeo 👍 still on the ball , always checking on me making shure everythings going smooth with my transition to iTrust Capital . Big Mahalo Romeo 🤙🏽
Business response:
Thank you! We’re so glad to hear that Romeo continues to provide the attentive, top-notch support you deserve.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 14,662 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open tomorrow at 7:00 a.m.