Hello Hello. The customer service rep was very patient and helpful in helping me with all my questions. Great experience!

Joann Jones has been TREMENDOUS help… Joann Jones has been TREMENDOUS help for me during this difficult time. I had to place my mother into memory care and try to get all of her tax information and investment info together and get my POA processed there at Nassau. She has been patient and given me all of the steps to get my mother's account set up for direct deposit so no checks are lost in the mail. She is a true gem and I am so grateful for her help!

Naomi helped me Naomi helped me. She even remembered speaking to me last year. She was so nice and polite and helpful. She has excellent customer service.

Elizabeth is an Allstar Asset Elizabeth was very personable and knowledgeable as well as compassionate in helping with our questions. One of the highlights was the fact she had to research some data to be sure and have accuracy. Her pleasant disposition made our encounter enjoyable. Her competence was exceeded only with her desire to actually be helpful! She warrants a promotion, raise, and corporate recognition. Since I have ascended to Senior Vice President of Sales and Marketing during my near fifty years in the energy industry, and can assure you Elizabeth is a first rate asset for your company.

Elizabeth Crandall Elizabeth is always helpful with getting me info on our clients accounts. Always quick to respond to emails as well.