iTrustCapital

4.8

Finance
Irvine, CA

About this business

Finance

Location details

2372 Morse Avenue, #966, Irvine, CA, 92614, United States

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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

4.815,314 reviews

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DONALD LUCIUS

4 months ago

ASSISTANCE WITH SETTING UP A "PREMIUM CUSTODY ACCOUNT Lucas helped me out tremendously when I needed assistance in establishing my new "PREMIUM CUSTODY ACCOUNT". He answered all my questions and walked me through the account setup process. Lucas also walked me through the funding process, and now I have the benefit of retirement accounts with ITRUST as well as their new "PREMIUM CUSTODY ACCOUNT. THANK YOU DONALD L.

Business response:

Thank you, Donald! We’re so glad Lucas was able to guide you through setting up and funding your new Premium Custody Account. We appreciate your trust and are excited to support your retirement journey.

Cindy Mascheroni

4 months ago

Excellent service Attorneys efficient and got the answer I needed.

Business response:

Thank you.

Zack Bass

4 months ago

I had an absolutely perfect experience… I had an absolutely perfect experience with Francisco today. He was very thorough and took the time to explain everything to me. He answered all my questions in an extremely professional manner. Thank you for everything.

Business response:

Thank you, Zach! We're so happy to hear Francisco provided you with thorough support.

Gregory Lehman

4 months ago

Staking Solana I would like to thank Jessica for reaching out to me and explaining how to stake my SOL.

Business response:

Thank you, Gregory! We’re glad Jessica could help explain the SOL staking process.

Tom Sexton

4 months ago

Exceptional service today with Romeo at… Exceptional service today with Romeo at ITrustCapital. Very professional and knowledgeable with my needs. I am retired and needed help with providing documents online. Romeo guided me through in minutes and am very thankful. I have been with ITrustCapital for a number of years and they have always provided excellent quality and service.

Business response:

Thank you, Tom! We’re so glad Romeo was able to assist you quickly and professionally. We appreciate you for being a valued client over the years.

T. Thomaston

4 months ago

Excellent employee I can’t recommend Brendan highly enough! He made my Roth rollover process so simple and stress-free. His knowledge, patience, and clear guidance gave me total confidence every step of the way. Truly professional and such a pleasure to work with!

Business response:

Thank you! We’re happy to hear Brendan made your rollover process so smooth and stress-free. Feel free to reach out to us with additional questions.

Julian W

4 months ago

Great customer service It is very easy to talk to a real person and they called me to let me know how easy it was to stake my Solana that was already in my Roth IRA. It allowed me to make an extra ~6-7% on my Solana just sitting in my Roth. So grateful for Jonathan's great customer service at iTrust!

Business response:

Thank you, Julian! We’re so glad Jonathan could make staking your Solana simple and rewarding.

Judy Turnley

4 months ago

I first spoke to Jonathan and was very… I first spoke to Jonathan and was very new customer and not very tech savvy. What a helpful guy! He told me he could help me personally through the entire process of converting my IRA. That’s just what he did! I’m sold on ITrust Capital!

Business response:

Thank you, Judy! We’re so glad Jonathan was able to personally guide you through your IRA conversion and make the process simple. Feel free to reach out with additional questions.

Joseph Dispenza

4 months ago

Earlier today Francisco wow Earlier today, as soon as the office is in California for I trust opened I was helped by Francisco who was truly truly a professional. I was moving all my funds from the company. I retired from 401(k) to my I trust IRA Francisco was clear, confident, professional work at a pace, commence with my abilities or lack of now that I’ve been retired a few years and always having an executive secretary. Francisco made me feel like I was the most important customer he’s dealt with today and I sincerely app... read more

Business response:

Thank you, Joseph! We’re so glad Francisco made your rollover experience clear, professional, and personalized. Feel free to reach out with additional questions.