by Taylor Brown | Jun 26, 2023
When I send a request, I know I can expect an immediate response acknowledging my request and the item(s) requested within 24 business hours, even a reply once came after 10:00 at night. Additionally, when I ask for a request she understands what I am asking for,...
by Taylor Brown | Jun 26, 2023
Andrea, just wanted to thank you for all that you’ve done for Gabby and me this year and over the years. Really, your knowledge and experience as a pension specialist are unparalleled.
by Taylor Brown | Jun 26, 2023
Esther is awesome! She’s always calm, unhurried, knowledgeable, pleasant, trustworthy, and yes, humorous. Pension planning is confusing to the average layman . Keep up your great work, Esther; it’s a pleasure doing business with you!
by Taylor Brown | Jun 26, 2023
Deborah – I wanted to thank you for the excellent job you have been doing with our 401(k) clients over the past year. Your dedication to customer service and attention to detail is second to none in my 30 years of experience with TPA representatives.
by Taylor Brown | Jun 26, 2023
I have enjoyed superior to superb customer service from Bill. Bill has been responsive, informed, engaged and a partner over the years. His advice and assistance have been invaluable.
