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

4.814,326 reviews

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mack parks

10 months ago

During peak times when the market is… During peak times when the market is going BANANAS, they will do what they have to do to keep you informed. Jonathan made SURE I was pleased with their service.

Business response:

Thank you, mack! We appreciate your kind words and are thrilled to hear about your positive experience.

Denise Morgan

10 months ago

Julian helped me and walked me thru it… Julian helped me and walked me thru it all I am so greatful.thanks again.

Business response:

Thank you, Denise! We're thrilled to hear about your positive experience.

Rich A.

10 months ago

I spoke with Chad V I spoke with Chad V. today to help resolve an issue I'm having with a transfer. He was very helpful. Answered all my questions and even followed up with a text to tell me my situation was resolved. I'm extremely happy to know Chad and his team are USA based and not an offshore team.

Business response:

Thank you, Rich! Our team goes the extra mile, especially Chad. If you have any other questions, please reach out to us.

Doug Fox

10 months ago

Everything went smoothly Everything went smoothly. I am pleased with the security involved and feel confident in the protection of my assets.

Business response:

Thank you, Doug Fox! We appreciate the positive feedback.

Darby Neaves

10 months ago

I had setup an account…problem with… I had setup an account…problem with funding account, MY FAULT!!! Ben was very patient with my ignorance and walked me through the steps to resolve the issue. So grateful.

Business response:

Thank you, Darby! We're so glad to hear that Ben was able to help you resolve the issue with your account.

Kevin G

10 months ago

Assistance with opening an account I did a lot of research before opening my account but I still had a few questions. Chad was able to answer those quickly and assist with a few technical difficulties on my end. Chad provided several alternatives to what I was trying to accomplish which was extremely helpful.

Business response:

Thank you, Kevin! We appreciate you taking the time to share your positive experience.

Shaun

10 months ago

Really enjoyed my support call with Chad Poulos Really enjoyed my support call with Chad Poulos. Answered all my questions succinctly.

Joel Hagen

10 months ago

I had two issues I had two issues - changed password and couldn’t get old or new password to work. Chad Poulos solved that. Second issue was verifying primary beneficiary and contingent beneficiaries. I found the web site unhelpful but, again, Chad hung with me and we hit it done.

Business response:

Thank you, Joel! We appreciate you taking the time to share your experience.

Rob R.

10 months ago

Easy Roth IRA setup I recently set up a new Roth IRA with Jonathan at iTrustCapital, and the experience was outstanding. Jonathan was knowledgeable, patient, and made the entire process seamless. He answered all my questions thoroughly, ensuring I felt confident about my investment choices. I highly recommend working with Jonathan for anyone considering iTrustCapital—he truly went above and beyond!

Business response:

Thank you, Rob! It's great to hear that Jonathan was helpful with your IRA setup. If you have any other questions please reach out to us; our team is here to help.