企业入驻搜索写评价分类关于
简体中文English

Manny Buenviaje

美国

1 评价
3 被浏览
0 有帮助

1 条评价

Nassau Financial Group

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.

2026-07-29已认证