Concierge Banking Services without the Limitations of a Branch

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Traditional IRA vs. Roth IRA: Which is Right for You?

Oct 21, 2015

IRAs are a key part of most solid retirement plans, the rich tax benefits being one of the most attractive features. However, the tax deductions...

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Client Testimonials

I need to shout out to your company how excellent the service and follow up has been from Nathan in ensuring I open an account with your bank. His tenacity and patience in eventually corralling me to open an account is an absolute testament to a commitment to sales and service. I, admittedly, have been very difficult to "nail " down. I travel extensively and manage offices both within the US and globally so time is always an issue. Despite my unavailability and never ending promises to revert, Nathan smartly let none of that go until eventually I had signed documents to allow me to open an account.

He needs to be commended for his persistence and good nature in so doing. Its always hard to find good committed team members and I think you have a gem there.

Well done Nathan, seriously. I look forward to working with you.

- Virtus Bank Client

Client Testimonials

Thank you for taking the time to speak with me about the Accounts and Services at Virtus Bank. It was a pleasure meeting with you, and I truly enjoyed learning more about you and the company.

After our conversation, I am confident that Virtus Bank is a great match for me and my family's accounts. As we discussed, I believe your concierge services will serve me well. It's very nice that in this day that I can find someone who still cares about the needs of their client and I get that personalized one on one service.

I am very enthusiastic about moving to the Virtus Bank team and would greatly appreciate a follow-up as you move forward with the account opening process.

Thanks again, and I hope to hear from you in the near future.

- Virtus Bank Client

Client Testimonials

The big banks always wanted to sell me something when they would call. I didn’t feel they worried about what my needs might be or how my life might be changing or evolving.

Once I moved to Virtus Bank it seemed the staff truly catered to my needs and operated like a concierge or “private bank”. Virtus Bank has the right products, great rates (better than any I was getting at other banks) with superior service.

Now I have access to my accounts at all times with the ability to use my accounts when and how I need them for all my future banking needs. The process was easy and I have recommended Virtus Bank to friends and family.

- Virtus Bank Client