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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 |
Andrew of iTrust is the best! I am so impressed with Andrew of iTrust Capital. He has been very helpful to my wife and me as we transferred money into our 2026 Roths. He made it very easy for us and we understood all the counsel he offered. Great guy. I highly recommend!
Business response:
Thank you, Dick! We’re so glad to hear that Andrew was so helpful to you and your wife while transferring funds. Please feel free to reach out with any additional questions.
Very helpful customer service from a Romeo! New to iTrust and had some hiccups in the signup process. Romeo was fantastic in working through those quickly and was very helpful overall. After those initial hurdles were cleared the rest was super-easy. Able to fund and buy much faster than expected. Highly recommended!
Business response:
Thank you, Todd! We’re so glad to hear that Romeo was able to quickly work through the initial signup hiccups and make the process smooth for you. Please feel free to reach out with any additional questions.
Rafael was great Rafael was great. He was polite and friendly. Experience was quick and efficient. Thanks.
Business response:
Thank you, Denise! We're glad Rafael was able to make your experience efficient. Feel free to reach out to us with any additional questions.
First-time distribution experience The process flow of executing a distribution was explained clearly, it was concise and employed excellent error prevention steps. Rafael Barraza was particularly helpful providing guidance through the customer-facing part of the process. Very pleased.
Business response:
Thank you! It’s wonderful to know Rafael Barraza provided helpful guidance throughout the part of the process. Please feel free to reach out with any additional questions.
I am a retired union worker from local… I am a retired union worker from local 104 and was dealing with a very stressful 401k rollover. Aniah Dunaway-Pugh from iTrustCapital stepped in and was a total professional. They got on a 3 way call with my plan admin and helped me navigate the old world paperwork to make sure my retirement funds were moved safely. Highly recommend asking for Aniah if u want someone who actually looks out 4 u.
Business response:
Thank you! We’re so glad to hear that Aniah stepped in during what sounds like a stressful situation and provided the hands-on support you needed. Please feel free to reach out with any additional questions.
So far So far, I've not had a bad experience with ITrust Capital. Even after receiving an email, most of the time, one of the representatives will follow through with a text. As was the case today, Jonathan texted me to make sure that I was aware of the deposited fund in my account.
Business response:
Thank you, Gueldo! We’re so glad to hear that your experience with us has been consistently positive. Proactive follow-up is important to us, and it’s great to know Jonathan’s text helped ensure you were aware of your deposited funds. Please feel free to reach out with any additional questions.
Romeo was super helpful in getting my… Romeo was super helpful in getting my rollover deposited. Thanks!!
Business response:
Thank you for the positive feedback!
Very helpful I created two accounts and they were able to straighten it all out in a matter of minutes. Great customer service.
Business response:
Thank you for the positive feedback, Sherze!
Knowledgeable, Personable Staff I-Trust capital direct phone service is a welcomed plus. Jett and Ayrton are just 2 of their excellent phone staff that have really helped me out setting up my account. I am an older investor and for me some of the new technology can be challenging so it’s wonderful to have knowledgeable staff to guide the account set up and transfer systems. They were great and even texted me with follow up confirmations. Very appreciated!!!
Business response:
Thank you, Mark! It’s wonderful to hear that Jett and Ayrton were able to guide you through the account setup and transfer process. We’re glad they were able to help make the process smooth for you. Please feel free to reach out with any additional questions.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 18,842 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open tomorrow at 7:00 a.m.