Associates In Excellence

5 reviews

+1 (925) 926-0600

Website

2125 Oak Grove Rd Ste 310

Walnut Creek, CA 94598

+1 (925) 926-0600

http://www.firstalliedretirement.com

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.

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Reviews

1.55 reviews

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...

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Kevin 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...

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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...

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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...

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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,

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