Holly F.
1/16/2008
I wouldn't use the word 'Excellence.' I would use 'Not Okay-ness.' 'C minus.' 'Less Than Satisfactory Service.' 'Barely Passing.' Or even 'Try again.' Maybe 'Take a Chance; Odds aren't Stacked in...
Associates In Excellence
(5)
2125 Oak Grove Rd Ste 310
Walnut Creek, CA 94598
History
Associates in Excellence was acquired by First Allied. Under new management since 2010, significant upgrades in business process and electronic interface have been implemented. Currently Associates in Excellence/First Allied Retirement Services is expanding its service offering and customer base both in the Bay area and nationally.
Specialties
401(k) plan consulting and administrative assistance. Tax reduction plans for successful business owners. Employee retirement benefit plans.
Also at this address
Reviews
1.55 reviewsKevin H.
4/26/2023
Who regulates this company? I so want to report them to the authorities for dereliction of duty and negligence. Every time we ask a question about one of our plans, they say "let me check with...
Charles H.
1/15/2009
They should change their name to "Associated In Lousiness". They never response to your phone calls or e-mails, and they don't even acknowledge that they received you request. We are not demanding...
Vin B.
5/11/2010
I haven't had a problem contacting them and they have responded to my email's. It just seems to me like a scam. Sometimes I wonder if my money is even safe there. Often their website goes down...
Satish M.
12/10/2012
Horrible service, I am really fade up with them, It is better not to have plan rather than dealing with them,
See a problem?
You might also like
Partial Data by Foursquare.