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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 |
All around top notch! From the moment we started the process of getting my parents set up with IRAs, David was so professional and attentive, answering every single one of our questions and making the whole thing as easy as possible. I look forward to a long partnership with Itrust. Thank you!
Business response:
Thank you, Danielle! We’re so glad that David provided support while helping get your parents set up with their IRAs. Please feel free to reach out with any additional questions.
Chris Lee helped me all the way… Chris Lee helped me all the way through, not the halfway like Francisco did. With his help, I was able to go through video interview and reverified again. It wouldn’t have been so smooth if it wasn’t his help since I am not so tech savvy. Great job, Chris Lee. Your service was well above and beyond my expectations. Also, I appreciate the fact that you have a land line also.
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.
Business response:
Thank you! It’s wonderful to know Rafael Barraza provided helpful guidance throughout the part of the process. Please feel free to reach out with any additional questions.
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.
So far So far, I've not had a bad experience with ITrust Capital. Even after receiving an email, most of the time, one of the representatives will follow through with a text. As was the case today, Jonathan texted me to make sure that I was aware of the deposited fund in my account.
Business response:
Thank you, Gueldo! We’re so glad to hear that your experience with us has been consistently positive. Proactive follow-up is important to us, and it’s great to know Jonathan’s text helped ensure you were aware of your deposited funds. Please feel free to reach out with any additional questions.
iTrustCapital has a 4.8 star rating with 17,882 reviews.
iTrustCapital is closed now. It will open tomorrow at 7:00 a.m.