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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 |
Brendan knowledgeable and professional Brendan knowledgeable and professional. Will do business in the future
Business response:
Thank you, David! We're glad Brendan was able to help you out. We look forward to supporting you in the future.
Brendan went above and beyond to help… Brendan went above and beyond to help me through the process. He guided me through the entire process of filling out the transfer paperwork and continued to reach out and offer assistance. The bank that had my traditional IRA was being extremely difficult about releasing my funds. Thanks to Brendan, my account was finally funded.
Business response:
Thank you, Mala! We’re so glad Brendan was able to guide you through the transfer process and help get your account funded despite the challenges
Excellent follow up from Brenden Lee at… Excellent follow up from Brenden Lee at Itrust! He was VERY responsive & efficient.
Business response:
Thank you, Laurie! We're glad Brendan was responsive in helping you out.
Rafael Rafael , Nice , Direction , Efficient . Thank you .
Business response:
Thank you, Phuc! We're glad Rafael was able to help you out.
Just got off the phone with Romeo… Just got off the phone with Romeo helping me to clarify the process of funding my Roth from my Charles Schwab Roth account. Great support!
Business response:
Thank you, Joakim! We’re so glad Romeo was able to clarify the funding process for your IRA. Feel free to reach out to us with any additional questions.
Josh was great Josh was great. Direct instructions got me right thru the process. Couldn't have done it without him.
Business response:
Thank you! We're glad Josh was able to guide you through the process. Please feel free to reach out to us with any additional questions.
Rollover Brendan at iTrust Capital made my rollover experience absolutely seamless. He was easy to reach every time I had a question and always took the time to explain each step clearly. From the start of my request to the final confirmation, he stayed in touch with timely updates and progress reports. I really appreciate his professionalism, responsiveness, and follow-through—it made the whole process stress-free. Highly recommended for anyone looking for reliable support with retirement rollovers.
Business response:
Thank you, Charina! We’re so happy to hear Brendan made your rollover experience smooth and stress-free. We truly appreciate your recommendation.
Quick and Easy Alyssa Ebner, made me the distribution process simple and easy. She was quick and prompt with my response.
Business response:
Thank you, Tiessa. We're glad Alyssa was able to make the distribution process simple and easy. Feel free to reach out to us with any additional questions.
Mo was super helpful and courteous Mo was super helpful and courteous! 5 Stars!
Business response:
Thank you for your positive feedback, Kody!
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 14,568 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open on Monday at 7:00 a.m.