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

4.815,127 reviews

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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.

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.

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.

Pio

5 months ago

Francisco is absolutely helpful Francisco is absolutely helpful. He’s knowledgeable and professional . I appreciate his patience through out our conversation. Ultimately I got the answer I was looking for.

Business response:

Thank you! We're so glad to hear that Francisco provided the knowledgeable, professional, and patient support.

Kevin Robinson

5 months ago

I just got in my new account! I just got in my new account and spoke with Jett....He was knowledgeable and quick. Also very personable!

Business response:

Thank you, Kevin! It is good to know that Jett was able to help you out and provide you the necessary details.

Alex

5 months ago

iTrust Capital is good for IRA I have used iTrust Capital for about 5 years, and it was good and no problems. I recently needed to consolidate all my IRA accounts, and it was easy enough to move money out as well. Jeff was particularly helpful - thanks.

Business response:

Thank you, Alex! We greatly appreciate you for being a loyal client over the past five years. We're glad to hear your experience with us has been smooth and reliable.

Vince Giovannoni

5 months ago

5-Star Customer Service from Romeo My agent Romeo was extremely knowledgeable and definitely 5-Star customer service. Our call was suppose to be 3-7 mins., but actually went 52-Mins. He was patient and walked me through everything w/ very professional conduct. I highly recommend iTrustCapital for Roth-IRA acts.

Business response:

Thank you, Vince! Sometimes the best support takes a little extra time, and we’re glad he was able to walk you through everything so thoroughly. We truly appreciate your recommendation.

Bill B

5 months ago

Josh Alvarez was fantastic to work… Josh Alvarez was fantastic to work with. I needed his help expediting a much neede distribution ansd he came through for me immediately. I would highly recomend ITrustCapital and especially Josh Alvarez. Thank you Josh...

Business response:

Thank you, Bill! We're so glad to hear that Josh was able to assist you quickly and effectively with your distribution. Your recommendation is much appreciated.