Lindsay
GBElizabeth's Customer Service ***** What made my experience great? Elizabeth made my experience great. First of all, my wait time was very little before she picked up the call, she verified my information, answered my questions then offered me additional information that I had not thought about asking. I walked away from the call feeling very confident in providing our joint client the information in which she shared. She was thorough in all manners and customer service was on point. Thank you, Elizabeth!
Elizabeth Shabel
GBElizabeth, the problem-solver! Elizabeth Crandall was attentive to my need and most understanding! I had called to ask for completion of a problem I brought to Nassau yesterday when I spoke to Geena. Elizabeth found the information I needed, had someone there compile it so that it could be sent to me, and then she emailed it! I received the info and can now put away my IRS forms for 2023. Huge relief. Thank! BJS
Alan
GBForm correction I had the designation o beneficiary form returned to me because it wasn't filled in correctly.Your agent walked me through the form and instructed on how to correct it.Hopefully all is right now.
Dawn
GBElizabeth was very helpful with my… Elizabeth was very helpful with my inquiry regarding my parents annuity. Walked through the website to find the documents I needed with me as well. Five Stars!!
Jill Fuller
GBJoann 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!