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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 |
My rep was Romeo My rep was Romeo. He was patient and professional. All of my issues were resolved quickly, and I was very impressed with the service.
Business response:
Thank you, Kevin! We're glad Romeo was able to resolve your issue quickly. Feel free to reach out to us with any additional questions.
David was very helpful and… David was very helpful and knowledgeable. A real Pro!!!
Business response:
Thank you, Mark! We're glad David was able to help you out. Feel free to reach out to us with any additional questions.
Francisco was very helpful and very… Francisco was very helpful and very professional. I look forward to investing with iTrust Capital.
Business response:
Thank you! We're glad Francisco was able to provide such a positive experience.
Francisco went above and beyond Francisco went above and beyond in helping me get my roller Roth IRA account set up. It was a 5 star experience!
Business response:
Thank you, Phil! We’re pleased that Francisco went above and beyond to help you set up your rollover and deliver a 5-star experience. Please feel free to reach out with any additional questions.
Great experience so far I had a great experience working with Francisco at iTrustCapital. He walked me through the entire process of setting up my transfer from both a traditional IRA and a Roth IRA, making what could have been a confusing process feel straightforward and manageable. Francisco was patient, taking the time to answer all of my questions thoroughly and ensuring I understood each step before moving forward. His clear explanations and helpful guidance gave me confidence throughout the process. I really appreciate... read more
Business response:
Thank you, Mayan! We’re glad that Francisco was able to guide you through setting up your transfers and make the process feel manageable. Please feel free to reach out with any additional questions.
Ayrton was a big help over the last… Ayrton was a big help over the last couple days . He is very patient and knowledgeable and help me through the transfer process . I appreciate the fast response and professional approach to how you Handel and treat your customers .
Business response:
Thank you, Joseph! We’re so glad to hear that Ayrton provided knowledgeable support over the past few days. Please feel free to reach out with any additional questions.
Romeo walked me thru a very difficult… Romeo walked me thru a very difficult DocuSign procedure and I really appreciate his patience. Thank you for hiring competent personal
Business response:
Thank you, James! We're glad Romeo was able to walk you through the procedure. Feel free to reach out to us with any additional questions.
Kudos to Josh at I trust capital Josh was very helpful answered all my questions and walked me through the procedure. I needed to do for two different securities always a pleasure dealing with I trust thanks Josh.
Business response:
Thank you, Gordon! We’re glad that Josh was able to walk you through the process for both securities. Please feel free to reach out with any additional questions.
Communication and Personalization So far iTrust is excellent. Great communication and personalization. It's so refreshing to receive an actual person on the phone quickly and easily in the investment industry. Romeo answered, pull up my account, forwarded my request and explained everything all in less than 5m before my workday. Time is as important as money these days.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 16,844 reviews.
When is iTrustCapital open?
iTrustCapital is open now. It will close at 5:00 p.m.