The Entrust Group - Oakland, California

Address: 555 12th St Suite 900, Oakland, CA 94607, United States.
Phone: 8003929653.
Website: theentrustgroup.com
Specialties: Financial institution, Investment service.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Paid parking garage, Paid street parking.
Opinions: This company has 50 reviews on Google My Business.
Average opinion: 3.3/5.

📌 Location of The Entrust Group

☎️8003929653

⏰ Open Hours of The Entrust Group

Monday: 8:30 am–5 pm
Tuesday: 8:30 am–5 pm
Wednesday: 8:30 am–5 pm
Thursday: 8:30 am–5 pm
Friday: 8:30 am–5 pm
Saturday: Closed
Sunday: Closed

The Entrust Group is a well-known financial institution and investment service that is located at Address: 555 12th St Suite 900, Oakland, CA 94607, United States. They can be reached at Phone: 8003929653. Their website, theentrustgroup.com, provides valuable information about their services and offerings.

The Entrust Group specializes in financial institution and investment services, making them a great choice for individuals and businesses looking to grow their wealth. They offer a wide range of investment options, including self-directed IRAs, which allow individuals to invest in alternative assets such as real estate, private equity, and precious metals.

One of the standout features of The Entrust Group is their commitment to accessibility. Their location has wheelchair-accessible parking, entrance, and toilet facilities, making it easy for everyone to visit. They also offer paid parking options, including a garage and street parking.

According to reviews on Google My Business, The Entrust Group has an average rating of 3.3/5. This is based on 50 reviews from customers who have used their services. While some reviewers have had positive experiences, others have noted areas for improvement.

Overall, The Entrust Group is a solid choice for those seeking financial institution and investment services. Their location is easily accessible, and they offer a range of investment options. If you're considering working with them, it's a good idea to check out their website and read some of their customer reviews.

👍 Reviews of The Entrust Group

Jeff L.

1/5

!!WARNING!!
On November 20, 2013, I invested into physical gold, which was set in trust by The Entrust Group. I was sent documentation by Entrust reflecting the items involved in my investment. On December 15, 2013, my Entrust statement reflected an escrow account of $15,028 (the gold coins from my investment). I immediately called Entrust inquiring why it reflected an escrow rather than my coins, as it reflected the coins of the balance of my account, I was told not to worry it was merely they had not posted yet. I did not receive a 2014 statement. On November 13, 2015, I received some correspondence from Entrust stating they had not received the gold portion of my investment. I was told during their “annual audit” it was found the coins were not in their possession, mind you this was 2 years after the initial investment.
I have been in contact with Federal agencies and Oregon’s DFR, they agree I have been harmed, but they have no regulatory role in the Presious Metals Industry. Entrust and companies like them have no governmental regulatory oversight.
I have asked Entrust to assist me in filing a claim to recover my investment, I was told it was “…our responsibility is to facilitate the transaction between all the parties including the client, the dealer and the depository.” The statement goes on to say that “…the fact that My Private Bullion did not send to the depository the metals you bought from them is not our responsibility as a passive recordkeeper.” Curious, so when it is “your responsibility to facilitate” and you do not “facilitate” your response is we’re just a “passive recordkeeper”?
Entrust was not truthful on December 15, 2013, when I inquired about the “escrow account”, did not follow up on it then or ever until their “annual audit” which was done 2 years after the fact, and now they tell me they’re just the bookkeeper?

Daren S.

2/5

I have maintained self-directed IRA accounts at Entrust for several years now; their online tools are quite good - their customer service is not commendable. Most of my voicemail messages or email requests are simply not returned - I suspect it is an understaffing issue, perhaps lack of training. I have always been courteous and professional in my interactions, I am not a demanding client.

J M.

5/5

I love this company! Last week I created a problem with the valuation of my account, but customer service efforts were outstanding in resolving an issue I created. My experience was fantastic with Hermela, Pierce, and Jordan, they are knowledgeable, professional, and helpful! Wow! Sadly, I can’t remember when I experienced that from a company! I’ve been a customer for 11 years and more than satisfied with Entrust, the quality of customer service, their fees, and professional advice! Top notch!

Mary A. L.

5/5

Joshua Rodriguez will always take care of their clients. He always pull through. He will return my calls & take care of what he said he will do.

Lisa M.

5/5

I've called a few times as a new client and Denise was absolutely amazing! She stayed on top of my questions, I wasn't rushed while trying to understand, she called other departments to get me answers and didn't hang up until I was satisfied and understood! So important for clients to feel empowered, thank you Denise!

Susan T.

5/5

Client service is excellent ; I have used their self directed services for several complicated structures. Their team responds quickly and with great patience.

Vincent E.

5/5

Denise was great and not only answered my questions, but she called me back with follow up information. It was a great customer experience.

JAIME C.

5/5

My spouse and I started process of opening a Roth IRA and converting traditional IRA funds to Roth IRA. Through Entrust I did it online (with a little help from service Rep) on same day. My spouse is still waiting to hear if Roth IRA has been approved through another major and well known Administration company. Kudos Entrust.