The representative who assisted me The representative who assisted me, Robin, was very courteous, helpful and took care of all my needs in a friendly and respectful manner. There was no delays and she offered me several options for getting my needs met. I am grateful!

Elizabeth'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, 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

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.

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!