Nassau’s business covers four segments: insurance, reinsurance, distribution and asset management. Our insurance segment issues and services annuity, life insurance and Medicare Supplement insurance products. Our corporate offices are in Hartford, Connecticut, and our customer service center is in East Greenbush, New York. For more information, visit www.nfg.com
Written by the business, not verified by us.
Is Nassau Financial Group legit?
Nassau Financial Group (nfg.com) has a 4.9 out of 5 rating on OK.one, based on 209 user reviews collected here. It is listed under Money & Insurance and its reputation is excellent. Praise is nearly unanimous, with 99% rating it 4 stars or higher; The business has replied to 100% of negative reviews. Last updated 2026-08-12.
What reviewers say
AI generated
Reviewers overwhelmingly had a great experience with this company. Customers frequently share that the staff members are exceptionally helpful, patient, and deeply knowledgeable when walking them through complicated paperwork. People truly appreciate the warm, polite, and personal touch provided by representatives who always take the extra time to listen carefully and explain everything thoroughly.
Some reviewers were not happy with the lengthy wait times and delays required to finally reach a support agent on the phone. Other individuals also mentioned experiencing frustrating delays or feeling that earlier contacts were rushed and unhelpful before speaking with a better representative.
Auto-generated from all reviews of this business. For reference only.
Debbie & Joanna are the only one that able to help me.
Debbie & Joanna are the only one that gives me a satisfacory service every time they answer me.
they take their time in explaining & looking for the appropriate answers to my questions. others, just so in a rush to answer my questions without thinking & no sense at all. originally my investment was with sunlife insurance, which everything was like a clock work. then taken over by delaware life, which was worst, then by nassau thinking that things will become much better but much worst than delaware. i have 3 buckets investments, the 1st one maturing on 11/09/25, my financial adviser sent all the paperworks to athene insurance co. but somehow there's a problem with form 1035. the transfer did not happened & this particular annuity of $9k was to be renewed per their letter dated 11/08/25. this particular annuity is missing from my investment porforlio. 2nd was an annuity that mature on 4/05/26 in the amount of $117k it takes several weeks of callings by me & my financial adviser to sent the money to nationwide, the problem according to them is the 1035 form...again.
3rd an annuity that mature on 6/22/26 for 87k. they only send 85k to NYlife & deducting 2k per their letter dated 6/18/26 in which nassau process it on 6/15/26. my financial adviser clearly advise NYlife that the 1035 form is for the annuity that mature on 6/22/26. when i called nassau about the 2K the reply was all nonsense to me, anyway, on 7/21/26 nassau mail the 2k to NLlife...after a month !!!
i spoke to debbie today & ask her what i should do to avoid all this problems. she gave me a resonable answer in which i will follow for my next transfer.
I was an assignee with some incorrect info on the bank's records and the bank's address. So, this was a difficult call for someone to field. Julie was great in helping me check the boxes to get to the answers I needed.
I didn't know what to expect being first time dealing with these types of dealings for retirement and needing to complete transactions.
Hali, was very helpful in process and explaining everything very well. Due to her knowledge and skills every step was smooth. Thank you so much. It was truly a good experience.
Sincerely, Violet
Cathy provided truly outstanding customer service from start to finish. She was incredibly responsive, knowledgeable, and went above and beyond to help us get the information we needed. She made the entire process easy to understand, kept us informed every step of the way, and ensured that all of our questions were answered thoroughly.
It's rare to work with someone who combines professionalism, efficiency, and genuine kindness so well. Her attention to detail and willingness to help made a tremendous difference, and we couldn't have asked for a better experience. Thank you, Cathy, for your exceptional support and dedication. You are a true asset to your organization, and we sincerely appreciate everything you did for us!
My service rep was extremely…enlightening and helpful
My service rep was extremely knowledgeable about my policy and gave me options and negatives in full detail.
I was totally naive to the details of my policy. My sales agent was vague on the details at the point of sale. I would not purchase this annuity if I could do it all over again. Not pleased with the surrender fees .
However thanks to my service representative I was able to make some very crisp decisions to modify my annuity rider . Thanks to her I was able to make a revised plan with less consequences.
Joann was great..45 minutes on the phone. She reviewed all my policies… she was very knowledgeable, friendly patient and caring… please send her home with one month vacation and two months pay… please make sure that she is informed about this message. Thank you very much..
Temiya was very helpful: she explained what I need to do since I was requesting a form take out a sum from my annuity. And in just a few seconds, the form was in my email. That's personalized client service.
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