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

4.816,981 reviews

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Chris

2 days ago

I had several questions about an IRA… I had several questions about an IRA conversion and Julian was kind enough to call me and assist me with the transaction, he was very helpful and very professional. Thanks again.

Business response:

Thank you, Chris! We're glad Julian was able to assist you with the transaction. Feel free to reach out to us with any additional questions.

Kirk

2 days ago

Romeo was great! Romeo was great. Kind, awesome communication, knowledgeable, and patient. Thank you Romeo for a really good experience.

Business response:

Thank you, Kirk! We're glad Romeo was able to provide such a positive experience for you. Feel free to reach out with additional questions.

Stephen Cook

2 days ago

Another Review for iTrustCapital This is still another review I'm leaving for en employee at iTrustCapital. It seems that every time I call there, I'm dealing with someone who is top notch. Today was more of the same, having Francisco Mondragon help me with my minor dilemma. The guy was just great, and solved my issue in a bare minimum of time, without making feel like an idiot. Note: I should have figured this out, without having to call.

Business response:

Thank you, Stephen! We’re so glad to hear that Francisco once again delivered a top-notch experience and was able to resolve your issue quickly. Please feel free to reach out with any additional questions.

Matt Leckrone

3 days ago

Great service I had the pleasure of working with Francisco, and he was fantastic. He is incredibly quick to respond and was very helpful throughout the entire process. Highly recommend!

Business response:

Thank you, Matt! We’re glad Francisco was quick to respond and helpful throughout the entire process. Please feel free to reach out with any additional questions.

jim parks

3 days ago

Romeo was a great help with all of my… Romeo was a great help with all of my issues Thanks

Business response:

Thank you for the positive feedback, Jim!

Jeff P.

3 days ago

Nothing but positives!! Nothing but positives regarding my Roth IRA transfer to iTrust! The account set-up was a breeze, the instructions for transfer were clear and concise and the assistance I received from Jonathan was an added bonus. iTrust definitely earns a 5 Star rating!!

Business response:

Thank you, Jeff! We’re glad that your Roth IRA transfer was smooth and that the account setup and instructions were clear and easy to follow. Please feel free to reach out with any additional questions.

Joanne Fried

3 days ago

I was having trouble transferring my… I was having trouble transferring my account from Uphold to ITrust. I was speaking with Josh, who was very knowledgeable and helped me transfer my account smoothly. I would highly recommend using ITrust Capital.

Business response:

Thank you, Joanne! We’re so glad that Josh was able to help you smoothly transfer your account from Uphold and provide knowledgeable support along the way. Please feel free to reach out with any additional questions.

Steven Simpson

3 days ago

Lucas was very helpful and confidently… Lucas was very helpful and confidently handled my concern

Business response:

Thank you, Steven! We're glad Lucas was able to address your concerns. Feel free to reach out to us with any additional questions.

Tom

3 days ago

Review for Andrew Andrew has helped me with a couple of things over this past year or so. He was knowledgeable and very helpful.

Business response:

Thank you, Tom! We’re glad Andrew has been consistently knowledgeable and helpful over the past year. Please feel free to reach out with any additional questions.