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

4.815,286 reviews

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ne Bf

5 days ago

The whole process was very simple and… The whole process was very simple and fast. The communication during the account set up and transfer was great. I appreciate Mo personally contacting me today to inform me that my account was funded and ready to go.

Business response:

Thank you! We're glad Mo was able to keep you informed and get you ready to go with your account. Feel free to reach out to us with any additional questions.

Wayne F.

5 days ago

I’m a new client of iTrustCapital. I’m a new client of iTrustCapital and was blessed to have the support of Chris Lee. I was not familiar with the website and had challenges getting monies transferred into the account from my previous investment firm and invested. Chris exemplifies the traits of some of the best employees that I interacted with in my 35 year career with a fortune 500 company.

Business response:

Thank you, Wayne! We're glad Chris was able to help familiarize and assist you with the transfer process. Feel free to reach out to us with any additional questions.

Happy Customer

5 days ago

Reliable FinOps Specialist I’m have worked with Lindsey C. From Itrustcapital on about 5 or 6 separate transactions. In fact I have interacted with her more than any other Itrustcapital team member. She has been top notch reliable, accessible, professional, competent, and confident. Big fan of Lindsey and Itrustcapital.

Business response:

Thank you! We're so glad that Lindsey was been able to assist you with your transactions. We truly appreciate your kind words.

Carlos Parra

5 days ago

I can always communicate quickly and… I can always communicate quickly and efficiently

Business response:

Thank you for the positive feedback, Carlos!

Terry Bowman

5 days ago

Thanks Jonathan for the quick… Thanks Jonathan for the quick notification concerning my transfer request.

Business response:

Thank you, Terry! We're glad Jonathan was able to help you with your transfer request.

ofelia

5 days ago

Rafael was so helpful and is the best ! Rafael was so helpful , thorough, and professional.. got the best agent !! very happy and greatful to ITrust Capitol for their professionalism, and have the best staff that are so helpful , Thank You Rafael for your help and patience, you were so gracious .

Business response:

Thank you! We're pleased to hear that you had such a positive experience with Rafael. Feel free to reach out to us with any additional questions.

Brian Fisher

5 days ago

Jonathan was helpful Jonathan was helpful, got Mt Roth ira transferred easily, he knew what to do made it simple.

Business response:

Thank you, Brian! We're glad Jonathan was able to help with your IRA transfer. Feel free to reach out to us with any additional questions.

Edward Freeland

5 days ago

Great customer service experience… A lot of times as companies grow larger and larger the individualized service fades and you become just another line on their balance sheet. I’ve worked with Jimbo on an off for the past 5 years and he’s always gone above and beyond to make me feel important. Thank you buddy🙏

Business response:

Thank you, Edward! We're glad Jimbo has always delivered stellar support and gone above and beyond for you. We appreciate you for being a valued client for all these years.

The Otherside

6 days ago

I was really nervous about transferring… I was really nervous about transferring my assets to my new account but Josh B was patient and helped make the transaction easy Thank you!

Business response:

Thank you! We're glad that Josh was able to make the transfer process easy and bring you peace of mind. Feel free to reach out to us with any additional questions.