Michele was knowledgeable Michele was knowledgeable, pleasant and helpful and I plan on talking with her again.

Great customer service Robin was very friendly and promptly took care of what I needed to complete today. In addition, she confirmed and updated my contact information.

Elizabeth 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!!

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