Testimonials

We work hard for our clients. So there’s nothing more rewarding than hearing positive feedback about our people and service. Here’s a sample of what our clients have to say about working with P&A Group:

"...Nicole and Dan completely guided us through what was a very unsettling situation with our retirement plan.  Their calm reassurance and knowledge gave us confidence that we were doing the right thing...We are very impressed with and grateful for Dan and Nicole, their work and their knowledge.  As Executive Director, this puts my mind at ease knowing they are readily available, and that their work ethic is in line with our organization's."  -Lisa, employer

“P&A Group employees do a fantastic job of servicing our accounts.”  -Mark, employer 

“P&A employees are willing, helpful, knowledgeable, quick, and accurate and a genuine pleasure to work with.”  -Sarah, participant

“Your customer service representatives are excellent.  As a former help desk manager I can say I really appreciate their customer service.”  -John, participant

“I want to thank you for having such quality employees available to assist us.”  -Christine, broker 

“Your customer service representatives are prompt and professional.” -Sarah, participant 

“Wonderful experience!" -Nick, participant 

“Excellent administrative service, I always get a prompt informative response from P&A.”  -Jean, employer

“Account administrators respond quickly and are very pleasant.”  -Mike, employer

“Their technology tools are great.”  -Frank, participant 

“The sales staff has excellent product knowledge.”  -Diane, broker