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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 |
Romeo was awesome at helping me today… Romeo was awesome at helping me today get me back into my accts. It wasn’t as difficult as I was having on my own once Romeo talked me through the easy way. Thanks again!
Business response:
Thank you, Brooke! We’re happy to hear that Romeo was able to make the process simple and stress-free for you. Feel free to reach out to us with any additional questions.
Fransisco was great ! Fransisco was very knowledgeable and helped me successfully complete my document in the secure documents portal. Thank you!
Business response:
Thank you! We’re delighted to hear that Francisco provided knowledgeable support and helped you complete your document successfully.
I had a great experience with Darya I had a great experience with Darya. She was punctual with my appointment. Was very pleasant to speak with and she made everything easy.
Business response:
Thank you, Denise! We’re so glad to hear that Darya made your experience smooth and enjoyable. Feel free to reach out to us with any additional questions.
David was very helpful in setting up a… David was very helpful in setting up a new account and transactions needed. Highly recommended Itrust Capital! Jim M
Business response:
Thank you, Jim! We’re so glad to hear that David was helpful in getting your new account set up and transactions completed. Feel free to reach out to us with any additional questions.
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.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 14,731 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open tomorrow at 7:00 a.m.