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

4.814,568 reviews

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Joe Dicicco

4 days ago

Professionalism David was helpful and knowledgeable. Such a great company! I will recommend iTrust to friends and family.

Business response:

Thank you, Joe! We're so glad David was helpful. Feel free to reach out to us with any further questions.

James Hyde

4 days ago

Romeo was very helpful and professional… Romeo was very helpful and professional with my Roth conversion. Great service.

Business response:

Thank you, James! We're happy Romeo was able to help you out with the conversion. Feel free to reach out to us with any further questions.

Terence Garvey

4 days ago

Great job, Sean, Francisco, Julian and Ayrton I'm new to iTrustCapital and my learning curve continues. I worked with Sean, Francisco and Julian yesterday. And today, Ayrton had to continue my education process. I've got to say iTrustCapital provides the best customer support I've seen, possibly ever. And I'm not exaggerating. All four of these men have exhibited outstanding knowledge of their company, its business environment and its tools and procedures. While I'm sure I still have more to learn, my progress over the past ... read more

Business response:

Thank you, Terence! We’re happy to hear that Sean, Francisco, Julian, and Ayrton provided such exceptional support and helped make your experience smooth. We appreciate your feedback.

Brooke

4 days ago

Romeo was awesome at helping me today… Romeo was awesome at helping me today get me back into my accts. It wasn’t as difficult as I was having on my own once Romeo talked me through the easy way. Thanks again!

Business response:

Thank you, Brooke! We’re happy to hear that Romeo was able to make the process simple and stress-free for you. Feel free to reach out to us with any additional questions.

E.Cortes

4 days ago

Fransisco was great ! Fransisco was very knowledgeable and helped me successfully complete my document in the secure documents portal. Thank you!

Business response:

Thank you! We’re delighted to hear that Francisco provided knowledgeable support and helped you complete your document successfully.

Denise Bogle

4 days ago

I had a great experience with Darya I had a great experience with Darya. She was punctual with my appointment. Was very pleasant to speak with and she made everything easy.

Business response:

Thank you, Denise! We’re so glad to hear that Darya made your experience smooth and enjoyable. Feel free to reach out to us with any additional questions.

Jim McCartin

4 days ago

David was very helpful in setting up a… David was very helpful in setting up a new account and transactions needed. Highly recommended Itrust Capital! Jim M

Business response:

Thank you, Jim! We’re so glad to hear that David was helpful in getting your new account set up and transactions completed. Feel free to reach out to us with any additional questions.

Terence Garvey

4 days ago

Great job, Francisco! I'm new to iTrustCapital and had a bunch of questions about how to set up a Roth IRA and fund it. Francisco did an outstanding job of answering all my questions and coming up with a solution for the pickle I had gotten myself into. I would recommend that the choice between SELF and SPOUSE during the process to set up a Roth IRA be clarified better. I had totally misinterpretted it.

Julie Giacoletto Nolan

4 days ago

Jimbo was my ITrust capitol zoom… Jimbo was my ITrust capitol zoom verification meeting. He was pleasant and early for the call which I very much appreciated!

Business response:

Thank you, Julie! We’re happy to hear that Jimbo made your Zoom verification experience pleasant and efficient. Feel free to reach out to us with any additional questions.