Nassau Financial Group Reviews 10,012

Stellar Service ! Robin Green was by far the most kind, knowledgeable, & professional person I have experienced in a very, very long time. She knew the answer to all my questions, listened well, & w... See more

Robin was a pleasure to speak with. She was patient with me, going over five policies with different issues to resolve. Her cheerfulness and friendly attitude made the long waiting time worthwhile.... See more

I called to find out if l needed the medallion or regular notary for the free withdrawal. The rep was very knowledgeable she said l didn’t need either that was only for $100,000. or more and l didn’t... See more

Elizabeth was very helpful and knowledgeable about each of the accounts that we discussed. She is extremely pleasant every time that I have spoken to her in the past. Please make sure that she is ge... See more

Katie N from Texas was TERRIFIC, absolutely top-notch. No "computer glitches", no "let me check with my supervisor", no "let me put you on hold while I track that down". She was on top of her game f... See more

She explained everything thoroughly, her patients, kindness, willingness as well as compassion was amazing. Megan will always be appreciated. However I was disappointed with the payout but Megan's pr... See more

The agent Robin was great once I reached her. I was on hold for 20 minutes before I reached Robin listening to a recording saying we respect your time and if you wish a callback, not losing your place... See more

Comments relative to Laurie ONLY! Laurie, who I believed to be a Nassau employee, gave specific answers to all of my specific questions plus had knowledge of other aspects of the Rehabilitation o... See more

I have needed to contact your customer care department several times regarding a policy in my mother‘s name. Thus far, I have spoken with three of your agents, named Dawn, Curtis, and Sheila. All t... See more

Elizabeth was very knowledgeable and friendly and cares about her customers. When you are dealing with something you certainly don't do every day, it's so nice to have someone to simplify the unknown... See more

I spoke with Debbie first today and she was wonderful!! She was patient and explained all the options. She took her time and made me feel relieved after a year and a half of anxiety about PHL. I ca... See more

Curtis was very polite and quickly answered all my policy 'surrendering' questions. He also gave me an updated policy surrender quantity. We confirmed that all details regarding will be sent via email... See more

Cathy was very knowledgable and helpful this morning regarding our two policies and company information. She made the transaction very easy as she was very pleasant as well.

The customer services rep I interacted with handled my request and solved my problem with no problems, and with a friendly and courteous attitude. I also appreciated the fact that I was not put on hol... See more

Very helpful in answering my questions and patiently helped with getting my forms filled out. Cathy was very friendly and easy to understand.

Robin Green was very polite, helpful and knowledgeable. She was more than happy to answer all my questions. If only all customer representatives could follow Robin lead and be so upbeat and nice. She'... See more

I was calling because I needed help filling out the form packet that I had received in the mail. Some of it was complicated. I call the number for PHL and a person by the name of Cathy helped me line-... See more

I called for information on a 1099R. I talked to a Customer Service person by the name of Elizabeth. When I gave her the policy number that I was inquiring about. She gave me the answer that I need... See more

Whenever I have a question, it is answered courteously professionally in terms that I understand. It’s always been a very pleasant experience when I call..

Elizabeth C. was wonderful. She explained what we had to do in order file a claim to collect on the insurance my dad had bought years ago. When he passed away 2 weeks ago we were faced with dealing wi... See more

Robin was polite, pleasant, and very helpful. My only reason for not rating 5 stars had nothing to do with her, but rather the somewhat lengthy time I was on hold. And even on that score, Robin apol... See more

Only problem was I had wait 15 minutes to someone get to me. Now I had person how answer all my questions and was very polite.

after reaching out for help in february 2026 and getting no explanation or resolution to a problem i was having with my son's policy with nassau i had just about given up. however, now the problem... See more

I emailed about an existing annuity contract. I received a quick reply asking that I call to discuss my question. Almost no wait time on the phone when calling and spoke with an informative represent... See more

I would never recommend this company to anybody. Their website transaction portal to make trades wasn’t working correctly for a year and that messed up my portfolio. I actually had to call in to do t... See more

Angela Z excellent and amazing! She worked very hard to understand our situation and delivered everything we needed by email immediately!

I spoke with Robin Green this morning. She was very pleasant and helpful. She was able to answer my questions and resolve my issue with my phone call.

Customer service at Nassau was on point. Elizabeth C. Was well informed and knowledgeable to the question I had.

I called checking to see if a 1099R form had been mailed about10 days ago. Pierre took the call. I do not have enough compliments about her to express my admiration for the help and time she spent... See more

The woman that answered the phone was so nice and so polite. I was thinking to myself why I wish every customer service person was like this lady. She was amazing. I wish I remembered her name. Sorry... See more

Rep was pleasant, professional, and helpful. Conveyed a genuine desire to make sure I had everything I needed. Well done..

Takes too long for your company to do anything

Elizabeth was very professional and patient with me and the questions I had about the policy. I appreciated the time she spent with me to make sure all of my questions were answered.

Jasmine P was very informative and kind. Very personable which makes a customer service experience worth the call. Wait times were short which was a plus.

Robin is a delight to speak to everytime i call in for a customer service issue. she is so consistant every time, smile come through the phone.

On 4/02/26 I called to make a partial surrender. As I'm aging, no youngsters and no computer skills, your phone specialist helped me greatly. With great knowledge She walked me through what I needed t... See more

Elizabeth explained in detail about my longevity plan. Which answered the question why I called.

Representative was very knowledgeable and exact of what we needed and to hear. Thank you so much

The person I spoke with was very pleasant, attentive and very helpful with my request. The entire process only took a few minutes.

Jaylon runs a top-notch crew that exudes professionalism on behalf of Nassau. In light of all the PHL mis-management issues it is refreshing to be able to deal with professionals such as Jaylon and h... See more

My telephone conversation with Angela was very pleasant. She was patient, helpful, and I hung up feeling she would see to it that she would get my dire request handled as quickly as possible. Much to... See more

Cathy L was very helpful and went over the options and helped me understand the difference choices available to the customer. She is efficient and I trust that she will provide the illustrations requ... See more

I had a lot of questions about my policy. The customer service representative - KATIE N - was superb! Very friendly, positive, calm / patient. This reinforced my opinion of the firm. Note: Give KA... See more

It was nice when Katie answered the call and knew the policy number I was calling to discuss. She was so very kind and helpful. I appreciate that all I needed to do was confirm the information you a... See more

Laurie helped me with all my questions and helped me in my decision. She was very helpful and if I could ask for her whining calling I would request her each time

Very unhappy with this company.

Ben was super helpful in assisting me as well as communicating what I need to do to accomplish my objectives! Great Job!

MaryGrace provided excellent customer service. She was knowledgeable and helpful. I had many questions about the best way to keep the accounts, and she knew and presented the possible scenarios, incl... See more

Your Rep. Alexandrea was very pleasant and answered my questions. What a breath of fresh air!

Benjamin was polite and knowledgeable. He answered my questions and adding other information to help me. Thanks

Sheila Edmondson was a joy to work with and handled my request perfectly. I could not have wished for a better experience. Thank you!!

Debbie was fantastic, most productive phone call I've had with Nassau. Extremely knowledgeable, very personable, and follow through was great.

Clear voice. Easy to understand. Shelia walked me through the process and I am very pleased. Edward Steven Plumley