The Entrust Group

★★★★☆4.4 (180) Financial Services Oakland Downtown

Business details

Category
Financial Services · Financial institution, Investment service
Address
555 12th St Ste 900, Oakland, CA 94607
Phone
(800) 392-9653
Website
theentrustgroup.com
Neighborhood
Downtown
County
Alameda County

Hours

  • 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

About

Looking for self-directed IRA administration in Oakland? The Entrust Group offers financial and investment services to clients across Downtown Oakland, Alameda County, and the wider East Bay.

We pride ourselves on communication that keeps you informed, with timely responses to emails and calls and detailed voicemails whenever we miss you. Our team takes a patient, detailed approach to every request, walking you through each form, signature and step so nothing is left to guesswork.

Our client services staff can pull detailed account statements and answer questions about account activity, helping you stay on top of your investments. We aim for efficient, dependable follow-through, so your transactions move forward smoothly and on schedule.

Visit our website to get started, or call or stop by our Downtown Oakland office to speak with a member of our team.