Nassau Financial Group Omdömen 10 219

I had a very nice call experience on May 1st, at 4:15 p.m. CDT. My Nassau Annuity representative was very helpful, looking at my accounts and assuring me that the account ownership had been titled to my IRA in my name. She sent me copies of the letters verifying the same. I was shocked that the name change was incorrect, mentioning nothing about an IRA account which was the whole purpose of the exercise of changing the name, as I was rolling over my profit sharing plan annuity asset into a rollover IRA asset. If left with the incorrect name I will have a horrific tax event in 2026. I am so disappointed with the Department which received my account ownership name change.

The person helping me answered all my questions and gave me clear directions on what I need to do to get the assignment off my policy.

Katie was a pleasure to work with. Very polite and helpful.

Katie N. was absolutely incredible— friendly, professional, knowledgeable and so helpful! I want to adopt her! (She deserves a raise!)

The agent Dawn was able to clear up a problem with my bill pay

Short wait on the phone to reach representative and she was able to answer my question and sent the document very quickly to my email.

Elizabeth was able to update and answer all of our questions, a pleasure to deal with. Thank you Elizabeth

I was speaking with Elizabeth Crandall this afternoon for almost 30 minutes as I've been trying to navigate a difficult time navigating my Father's life insurance policy. Elizabeth was very kind, knowledgeable, and helpful with me during our call. I can't thank her enough for helping me!!

The customer service provided by John C. was wonderful.

GETTING TO SPEAK WITH A REP WAS FAST AND EASY

Elizabeth is always so professional and personable. I know that when I get her on the phone, I will receive accurate information and clear next steps if I need them. I appreciate that!

Your staff do an exceptionl job of providing high quality service and support with a very important investment. In addition, you have and continue to be professional and take our investment seriously. I especially appreciate Enor's ongoing support. Thank You, John Shinsky

the customer service representative was very helpful and patient!

Joann was so helpful. She was informative and patient and offered more assistance if needed. I appreciate her attitude. Thanks

Fast courteous polite explained went over it with me patient. We ell done. Fantastic

Brenda was friendly and quick to address my issue. She sent my request information to my email and stayed on the line to ensure I got it. Thanks Brenda

Love speaking to Elizabeth! She is such a pleasure and super helpful in every interaction i have with her!

I spoke with Joann J today, in the Customer Care Center. She was extremely helpful and knowledgeable. She showed empathy when I spoke of my Mom’s (the annuitant) failing health and tons of patience with helping me understand all the forms I need to fill out. She helped me immensely. She’s an asset to your company!!