iTrustCapital - Irvine, California

Melissa N.

My husband and I had several questions concerning a recent transaction. David was very patient with our questions. He was also thorough with his instructions and next steps for us to do. He double-checked everything on our account, and he was the first one to catch and correct my husband’s birthday. We both really appreciated David’s kindness and genuine helpfulness. Thank you for satisfactorily answering our questions and making what could have been a frustrating call into a great experience.

Michael M.

Brendan, the service representative, was outstanding. He answered all my questions thoroughly and addressed every concern with patience and professionalism. His knowledge and attentiveness made the entire process smooth and stress-free. He ensured I understood each step, making what could have been a complex transfer process feel effortless. His responsiveness and attention to detail truly set him apart. I highly recommend working with him—his expertise and dedication are a great reflection of the company. Thank you for a job well done!

Peter K.

Bryce was a great help when I was struggling to fund my different accounts.
He was a good listener to identify the concern/s and expedited the satisfactory.outcome.
His ability to assess the issue/s and quickly deliver the right result was quite impressive.

Thanks Bryce.

Donna I.

I was having an issue with my account when I contacted the company directly. I was able to speak with Francisco who provided me the needed assistance that I required. He was hospitable, friendly, and extremely helpful. He did a fantastic job! Thank you! Blessings!

Mark S.

There are multiple great experiences with this professional organization. Super responsive via phone and texts. Highly recommend them to all. I've dealt with Romeo a few times and it's always a positive experience.

Alens B.

I had the pleasure of working with Chris Lee, and he was fantastic! He took the time to answer all my questions with genuine patience and professionalism, making the whole process feel easy and stress-free. His clear guidance turned what could have been a tricky transfer into a breeze. I really appreciated his quick responses and attention to detail—they made a real difference! His expertise shines through and reflects wonderfully on the company. Thanks for a job well done, Chris!

Chris H.

I had a fantastic experience working with Trent at iTrustCapital! He was incredibly helpful in ensuring my Roth transfer went smoothly from start to finish. Trent was patient, thorough, and always followed up to keep me informed throughout the process. He even provided valuable suggestions to make things easier. His responsiveness was impressive—quick to reply and always friendly. I truly appreciate his professionalism and dedication. Highly recommend working with Trent for anyone needing assistance with their IRA transfers!

Michelle B.

I had a great experience working with Aniah and Mohannad at iTrustCapital! I worked the majority of the time with Aniah. He was extremely patient with multiple calls and questions. He made it easy to reach him again through email or phone. He was incredibly helpful in ensuring my Roth transfer went smoothly and correctly. Mohannad was also very knowledgeable and professional. He helped tie loose ends to get the process started.

Aniah even provided valuable suggestions to make things easier. His responsiveness was impressive—quick to reply and always friendly. I truly appreciate his dedication. Highly recommend this team for anyone needing assistance with their IRA transfers!