Nassau Financial Group Reviews 

I called today and spoke with Hali about my partial withdrawal request, that I had sent in on the in on the 13th of this month. Hali kindly informed me that I had missed a page and informed me how to fill out and send form back to be processed.

Robin Green spent a good amount of time explaining my policy to me. She was very knowledgeable and informed me on everything I needed to know on how the policy worked. She was so patient and I felt very comfortable speaking with her.

Gina was absolutely wonderful!!! She is professional, personable, and knows her stuff. So grateful she works there and was able to take my call. If I had my own business, I would hire her away from you and have her as my employee! You are lucky to have her as an employee. Give this women an award as she has not forgotten what it is like to help people and provide great customer service!!!

Cathy the agent who assisted me with filling out my penalty free payment request forms was very courteous, polite and patient. She helped me make what at first seemed complicated to me, a very easy process as well as offered me the several modes of sending in my forms to Nassau,
Thank you Cathy and thank you Nassau.

Friendly, knowledgeable and efficient

Very friendly. Knowledgeable. Very professional. Answered my question clearly and quickly.

Agents were nice and helpful. Explained with details that I could understand.

The person I spoke with was very responsive and answered my questions fully. I was disappointed that when I told her I was upset with my financial advisor, she then told me it wasn’t the responsibility of Nassau. I wasn’t asking her to take responsibility for the sutuation, but a little compassion would not have been out of order.

Julie Z was awesome! Very friendly and accomodating.

Intelligent and efficient communication

She was friendly and took the time to explain what I needed. I never felt rushed or felt like I was nothing but a person in need of help. I felt like her only concern was that I received what I needed. Thank you for your kindness. G. D. Tardif

She was the nicest most helpful customer service I’ve ever spoken to at Nassau. She was incredibly knowledgeable and helpful. You should definitely give her an award!

The customer service rep knew how to handle my request and was very pleasant to talk with.

Robin G was very polite and helpful. She went above and beyond to ensure I was receiving the correct information.

Knowledgeable, courteous always makes me happy

Rep was very attentive and courteous. The document requested was received expeditiously.

great experience to talk to Robin, she is very help full
person.

Robin went over my surrender request page by page and answered all my questions. I am a senior and many companies do not seem to help seniors with customer service. I very much appreciate the courteous and helpful advice I received.

professional. knowledgeable, and i got all the info i needed