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

4.815,141 reviews

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Neysa Fitzsimmons

5 months ago

Great IRA Set-up Experience at iTrustCapital Romeo D and his team at iTrustCapital truly exceeded my customer service expectations in every aspect of my Roth IRA rollover. Romeo clearly explained the details of the transfer and very kindly and patiently assisted a really "un-savvy-tech" person with each step of the process. The team quickly coordinated with my former custodian and Romeo's follow- through has been amazing! The professionalism and commitment to client success demonstrated by this group has convinced me that th... read more

Business response:

Thank you, Neysa! Guiding you clearly and patiently through each step, especially when navigating unfamiliar technology, is our goal. Feel free to reach out to us with any additional questions.

Van Wynn

5 months ago

Fast service Fast service, professional and courteous.

Business response:

Thank you, Van! We appreciate your positive feedback.

Eric Hu

5 months ago

Romeo helped me out today over the… Romeo helped me out today over the phone. Very friendly and helpful guy. I was trying to rollover my roth and traditional to Itrust and Romeo was super informative and made it easy for me to do so.

Business response:

Thank you, Eric! We're so glad Romeo was able to provide you with thorough guidance. Feel free to reach out to us with additional questions.

Mark Dewey

5 months ago

I changed the amount of funds I am… I changed the amount of funds I am transferring to my IRA yesterday. Francisco was very helpful. He canceled my first transfer and walked me through setting up the new one. I should mention that I had been up all night working a 12 hour shift so I was a bit sleepy and slow. But he patiently walked me through the process. It was a good experience.

Business response:

Thank you, Mark! Francisco ability to guide you through the process with care and clarity reflects the level of service we aim to provide. Feel free to reach out with additional questions.

Curtis Huber

5 months ago

I am a long time iTrustcapital client… I am a long time iTrustcapital client and I so appreciate the excellent and quick response to requests. Jeff has assisted me on a number of occasions with quick and professional service.

Business response:

Thank you, Curtis! We appreciate you for being a valued client for the past few years.

Roy B Good

5 months ago

Today I needed a late in the day help… Today I needed a late in the day help out on my account and Jett was there to fix it. Patiently, he waited on the line why I could find and correct my side of the issue. I highly recommend Jett and the iTRUST team. RBG

Business response:

Thank you, Roy! It is good to know that Jett was able to assist you. We appreciate your recommendation.

Phyllis Ireland

5 months ago

Thank You Thank you, Alyssa Ebner, for making the distribution from my iTrust IRA so simple and speedy. Your easy to understand instructions helped me to fill out the form without a glitch.

Business response:

Thank you, Phyllis! We're so glad Alyssa was able to guide you without any complications.

George

5 months ago

professional and helpful... Jeff and Fuji were professional, well informed and helpful with any and all questions relating to a Trad IRA to Roth IRA Conversion.

Business response:

Thank you, George! It is good to know Jeff & Fuji were able to help you out.

Ron Brown

5 months ago

Thanks Josh you were alot of help Thanks, everything worked out.Josh was a lot of help.I should appreciate it, you know.Josh was very patient and actually gave me a call back even after almost gave up.And help me get everything under control and everything situated.I'm happy with my account now.Thank you very much

Business response:

Thank you, Ron! We’re glad to hear everything worked out and that Josh was there to support you through it. Feel free to reach out to us with any additional questions.