Jocelyn Pension Consulting LLC - San Rafael, California

Jocelyn Pension Consulting LLC: A Comprehensive Overview

Address: 100 Smith Ranch Rd ste 329, San Rafael, CA 94903

Phone: 54727080

Website: jocelynpension.com

Specialties and Services

• Consultant
• Financial consultant

Other Points of Interest

• Wheelchair accessible entrance
• Wheelchair accessible parking lot

Company Opinions and Reviews

This reputable company has garnered a considerable amount of attention and praise from its clients, boasting a total of 36 reviews on Google My Business. The average opinion for Jocelyn Pension Consulting LLC stands at an impressive 4.8/5.

One particularly noteworthy review highlights the exceptional service provided by the company's staff. The reviewer expresses their deep gratitude and satisfaction with the team's kindness and understanding, as well as their willingness to join a conference call with the bank to resolve an issue. This testimonial underscores Jocelyn Pension Consulting LLC's commitment to delivering top-notch service and going above and beyond to meet their clients' needs.

Another aspect that has garnered praise from its clientele is the company's reliability and proficiency in managing their pension for an extended period. Clients have expressed their contentment with the company's ability to handle their pension effectively, making them a trustworthy and dependable choice in the industry.

Final Recommendation

If you are in search of a reliable and friendly pension provider, look no further than Jocelyn Pension Consulting LLC. Their commitment to exceptional customer service, coupled with their impressive track record and glowing reviews, make them a standout choice in the field. To learn more about their services and how they can assist you, be sure to visit their website at jocelynpension.com. Don't hesitate to contact them through their phone number or by filling out a contact form on their website.

👍 Reviews of Jocelyn Pension Consulting LLC

Kenneth W.

5/5

I can't thank the staff at Jocelyn Pension enough for their amazing service. They went above and beyond to help me out when I was in a bind with my bank. They were so kind and understanding, and they even offered to join me on a conference call with the bank to sort things out. They have been taking care of my pension for over eight years, and I'm so glad I chose them. They are the best in the business, and I highly recommend them to anyone looking for a reliable and friendly pension provider.

Matt A.

5/5

Began working with the Jocelyn team 18 months ago and it has been a real pleasure. Very helpful, service-oriented team who makes this work smooth. Evan, Greg, and Nick are all stellar - really appreciate their partnership.

Lisa S.

5/5

Great customer service team. When I had an issue, but was struggling to connect with them - THEY REACHED OUT TO ME instead of starting what could have been a continuous game of telephone tag. Thirty seconds later - resolved. I appreciate that they followed through and made sure my needs were met. Thanks, Brendan!

Frank M.

5/5

Jocelyn team always provides me, my company and our employees with prompt, accurate, and professional response and support.

Oscar S.

4/5

People so kind and knowledgeable. And always help me even know I am not too good for the computer use. The have the patience for me.

Joshua M.

5/5

Very responsive and knowledgeable. I have been impressed.

L. H.

5/5

Great company, like working with all the Employees!

Dave M.

5/5

Small TPA firm that did a great job when my client had to process a rollover.