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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 |
Easy set up. Custodial and IRA. Ask for Josh Josh was very professional and extremely easy to work with. He helped me with a custodial account and a IRA. He walked me through moving the assets from my Ledger wallet to their platform
Business response:
Thank you, Landon! We're glad Josh was able to assist you with the PCA and the IRA. Feel free to reach out to us with any additional questions.
Francisco answered all my questions… Francisco answered all my questions about my IRA conversion. He was quick to answer my Text and pointed me in the right direction to get things started.
Business response:
Thank you, Rod! We're glad Francisco was able to assist you with your conversion. Feel free to reach out with additional questions.
Romeo has effectively helped me resolve… Romeo has effectively helped me resolve a rollover with patience and skill, I very much appreciate his professional help! iTrustCapital has been great to work with.
Business response:
Thank you, Daniel! We're glad Romeo was able to resolve your rollover. Feel free to reach out to us with any additional questions.
Jonathan from iTrust was great Jonathan from iTrust was great. He was quick to offer a suggestion for my issue. I appreciate the speed getting back to me and the effort to help the customer get what he needs!!
Business response:
Thank you, Michael! We're glad Jonathan was able to resolve your issue. Feel free to reach out to us with any additional questions.
Romeo was very helpful and answering my… Romeo was very helpful and answering my questions and I did appreciate the phone call for the reminder about my an annuity transfer
Business response:
Thank you, Michael! We're glad Romeo was able to answer your questions and keep you in the loop with the reminder. Feel free to reach out to us with any additional questions.
Romeo was great to work with Romeo was great to work with. Step by step instructions and not a single “I don’t know”. It unique to have such a good experience with service these days. Thanks!
Business response:
Thank you, Deyton! We're glad Romeo was able to provide you with such a positive experience. Feel free to reach out to us with additional questions.
Romeo was professional Romeo was professional, knowledgeable, and patient. He explained iTrustCapital’s products and procedures clearly, making the entire process smooth and easy to understand.
Business response:
Thank you, Daniel! We're glad Romeo was able to assist you and make the entire process smooth. Feel free to reach out with any additional questions.
Exceptional Support with Roth IRA Transfer and Account Update Andrew went the extra mile to assist me with my Roth IRA wire transfer and email change!
Romeo Delavictoria, Romeo Delavictoria, Great job today helping me get my account opened. Thank you so much, I am looking forward to working with Itrust Capitol for my wealth management. Sincerely, Bill Bieber
Business response:
Thank you, Bill! We're glad Romeo was able to assist with your account set up. Feel free to reach out with any additional questions.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 17,168 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open at 7:00 a.m.