The Entrust Group - Oakland, California

The Entrust Group, located at 555 12th St Suite 900, Oakland, CA 94607, United States, is a reputable financial institution that specializes in providing investment services. With a phone number of 800-392-9653 and a website at theentrustgroup.com, the company has established itself in the industry.

The specialties of The Entrust Group include financial institution and investment service. Additional points of interest at the location include a wheelchair-accessible car park, wheelchair-accessible entrance, and wheelchair-accessible toilet. There is also a paid multi-storey car park and paid street parking available.

The company has received mixed reviews, with an average rating of 3.3/5 based on 50 reviews on Google My Business. This indicates that while some customers have had positive experiences, others may have had concerns or issues.

Characteristics:

• Financial institution and investment service
• Wheelchair-accessible facilities
• Located in Oakland, California
• Average customer reviews of 3.3/5

Recommendation:

For individuals seeking financial advice and investment services in the Oakland area, The Entrust Group offers a range of options. However, potential clients should carefully consider the average customer reviews and any specific concerns raised before making a decision. We recommend visiting their website or contacting the company directly at 800-392-9653 to learn more about their services and determine if they are the right fit for your needs.

👍 Reviews of The Entrust Group

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.

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?

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.

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!

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.

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!

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.