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
Ryan
GBElizabeth Crandall Elizabeth is always helpful with getting me info on our clients accounts. Always quick to respond to emails as well.
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!
Mark
GBElizabeth 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.
grace cognetta
GBElizabeth Crandell was very helpful and… Elizabeth Crandell was very helpful and understanding but most of all she was honest. She stated she understood our situation and expressed her own confusion as to how it happened. that was much appreciated