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 |
Good conversation with Romeo Good conversation with Romeo. Answer all my questions. Highly recommend.
Business response:
Thank you! We appreciate your positive feedback and recommendation.
Roth Conversion I recently performed a Roth conversion from my traditional IRA account, and Jeff and Fuji were very helpful and made the process easy and quick for me.
Business response:
Thank you, Kurt! We're glad to hear that your conversion went well thanks to Jeff and Fuji.
I recently started to work with I Trust… I recently started to work with I Trust Capital. Sydney is Customer Relations was lighting fast on replying to emails and explaining what I needed to do. I have not experienced this level of excellence in a financial institution in a long time. Looking forward to a long relationship with I Trust Capital
Business response:
Thank you, Pam! It means a lot to know we’ve made a strong first impression, and we’re excited to build a long-lasting relationship with you.
5 Stars 5 Stars – Outstanding Support from Andrew Vital I had an excellent experience with iTrustCapital, and I want to give a special shoutout to Andrew Vital. From start to finish, Andrew was responsive, knowledgeable, and genuinely helpful; he made the process feel simple and stress-free. He took the time to answer all my questions and provided clear, actionable guidance tailored to my needs. If you’re considering iTrustCapital, Andrew is your guy. Don’t hesitate to reach out to him directly; his support made a big differ... read more
Business response:
Thank you, Miles! We truly appreciate your recommendation and are proud to have Andrew as part of our team.
10/10 recommend iTrust 10/10 recommend iTrust! Always such a great experience working with their customer service team, thorough and super attentive to your needs and goals. Jett was particularly helpful. Thanks team!
Business response:
Thank you, Jackie! It's wonderful to know that Jett was especially helpful and that our team has been attentive to your needs and goals.
So far they have been very helpful quick response from I capital … So far they have been very helpful evertime I call. Francisco got what I needed pretty quick this time . Ty
Business response:
Thank you, Jim! Our team is here for you when you need us.
Onboarding Romeo spotted an error in my documents that were uploaded and walked me through the correction. He took the time to verify all was good on his side. So far so good!
Business response:
Thank you, Tim! We're glad to hear that Romeo was able to guide you.
First Rate Staff I wish the transfers were simpler for the IRAs but your staff made my life so much easier, especially Lindsey Colon, she was terrific. She even picked up my account typo and let me know right away. Her follow ups were timely, professional and easy to follow.
Business response:
Thank you, Romulo! While we understand that IRA transfers can sometimes be complex, we’re thrilled to hear that Lindsey made the process much easier for you.
Julian Julian, was a great help with my questions in regards to my technical issues, he was courteous, empathetic, responsive, and wanted me to know that everything was going to be fine. Keep going with your excellent format in having great staff provide the services in today’s ever so challenging and changing world.
Business response:
Thank you, Sasha! Julian's reassurance and professionalism are a great example of the service we strive to provide every day.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 15,200 reviews.
When is iTrustCapital open?
iTrustCapital is open now. It will close at 5:00 p.m.