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iTrustCapital
- Finance
- Irvine, CA
About this business
Location details
2372 Morse Avenue, #966, Irvine, CA, 92614, United States
Get directions| 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 |
Johnathan was quick and responsive with… Johnathan was quick and responsive with informationas or became available
Business response:
Thank you for the positive feedback!
Andrew of iTrust is the best! I am so impressed with Andrew of iTrust Capital. He has been very helpful to my wife and me as we transferred money into our 2026 Roths. He made it very easy for us and we understood all the counsel he offered. Great guy. I highly recommend!
Business response:
Thank you, Dick! We’re so glad to hear that Andrew was so helpful to you and your wife while transferring funds. Please feel free to reach out with any additional questions.
Very helpful customer service from a Romeo! New to iTrust and had some hiccups in the signup process. Romeo was fantastic in working through those quickly and was very helpful overall. After those initial hurdles were cleared the rest was super-easy. Able to fund and buy much faster than expected. Highly recommended!
Business response:
Thank you, Todd! We’re so glad to hear that Romeo was able to quickly work through the initial signup hiccups and make the process smooth for you. Please feel free to reach out with any additional questions.
Rafael was great Rafael was great. He was polite and friendly. Experience was quick and efficient. Thanks.
Business response:
Thank you, Denise! We're glad Rafael was able to make your experience efficient. Feel free to reach out to us with any additional questions.
First-time distribution experience The process flow of executing a distribution was explained clearly, it was concise and employed excellent error prevention steps. Rafael Barraza was particularly helpful providing guidance through the customer-facing part of the process. Very pleased.
I am a retired union worker from local… I am a retired union worker from local 104 and was dealing with a very stressful 401k rollover. Aniah Dunaway-Pugh from iTrustCapital stepped in and was a total professional. They got on a 3 way call with my plan admin and helped me navigate the old world paperwork to make sure my retirement funds were moved safely. Highly recommend asking for Aniah if u want someone who actually looks out 4 u.
Business response:
Thank you! We’re so glad to hear that Aniah stepped in during what sounds like a stressful situation and provided the hands-on support you needed. Please feel free to reach out with any additional questions.
Romeo was super helpful in getting my… Romeo was super helpful in getting my rollover deposited. Thanks!!
Business response:
Thank you for the positive feedback!
Very helpful I created two accounts and they were able to straighten it all out in a matter of minutes. Great customer service.
Business response:
Thank you for the positive feedback, Sherze!
Went the extra mile for me Went the extra mile for me
Business response:
Thank you for the positive feedback, Augusto!
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 16,283 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open on Monday at 7:00 a.m.