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

4.818,645 reviews

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Phillip

a year ago

My first time experience was excellent My first time experience was excellent. The customer service agent (Julian) helped me navigate through the process and he showed me step by step of what to expect during the sign up. Exceptional customer service!

Business response:

Thank you, Phillip! It is great to know Julian was able to provide you with support every step of the way.

Larry Singletary

a year ago

Ayrton Ayrton, rep on the phone, was very helpful. He worked on the sign in issue, called me back like he said he would and I was able to log in.

Business response:

Thank you, Larry! We're glad to hear Ayrton was able to resolve your sign-in issue and followed through as promised.

steve h.

a year ago

Your company was highly recommended to me Looking for a company that you can trust for holding your assets is always complicated, i had many great references for your company. When i decided to do this, i was fighting tons of delays from the other IRA company, they didn't want to let go of my money. Francisco M. helped me with the process and he was able to get the money into my account very quickly.

Business response:

Thank you, Steve! We are so glad that Francisco was able to expedite the transfer. Welcome aboard.

Valerie Chapman

a year ago

Great experience! Worked with Francisco via phone to get my account switched over. It was such a smooth process thanks to his help.

Business response:

Thank you, Valerie! It is good to hear that you had a seamless experience.

Jason Barnett

a year ago

Mohannad was excellent to work with Mohannad was excellent to work with. Great communication and very responsive and respectful. He represented your company very well.

Business response:

Thank you, Jason! We're delighted to hear that Mohannad made such a positive impression with his clear communication, responsiveness, and professionalism.

Eric

a year ago

I wanted to take a moment to thank the… I wanted to take a moment to thank the iTrust support team for their help in resolving the issue with my account setup. Their patience,knowledge and professionalism made the process smooth. I appreciate the time they took to ensure everything was setup correctly. Thanks for the outstanding support!

Business response:

Thank you, Eric! Ensuring everything is set up correctly from the start is incredibly important, and we’re happy to hear the process went smoothly for you.

pat bermoy

a year ago

The only reason that I give Romeo five… The only reason that I give Romeo five star reviews based on the excellent customer service , especially given me a stress of making a mistake with my fund wire transfers. Dealing with such errors can be daunting , and having a helpful and courteous individual guide you through the process can make a significant difference.

Business response:

Thank you, Pat! Having someone courteous and knowledgeable as Romeo to guide you makes all the difference. Feel free to reach out to us with additional questions.

Paul Elpers

a year ago

Alex was very easy to work with Alex helped me set up my account and transfer my 401k into an IRA, which was something I had never done before. He answered all my questions very promptly and made the experience far less intimidating than I thought it would be.

Business response:

Thank you, Paul! It is great to know that Alex provided clarity and ease to your transfer process. Feel free to reach out to us with any additional questions.

Riptide

a year ago

Transferring in my old IRA accounts and… Transferring in my old IRA accounts and converting a 401k to a Roth was made very easy with the competent and courteous help of Jeff & Fuji. I was unsure of the process and the iTrust team really made me feel confident in their services. Many thanks!

Business response:

Thank you! It’s our goal to make complex processes feel simple and stress-free, and we’re glad that the team helped you feel confident every step of the way.