Business Details
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Business Insurance ServiceInsurance BrokerLife Insurance AgencyFinancial PlannerFinancial ConsultantInvestment Service
This is a local sales office for Principal Financial Group. Our financial professionals will work closely with you on a consultative needs-based approach to find solutions that will help you reach your financial goals.
Location
Hours
Reviews
1.5
14 reviews
5 stars
1
4 stars
1
3 stars0
2 stars0
1 star
12
- IIIBadOct 14, 20251.0Your company not only didn’t print my complete address on a check being sent to me, resulting in that check going to “unclaimed property”. I was then sent a form to that same (incompletely printed) address telling me I need to spend my own money and time on a notary to update the format of the same address to receive that check. After supervisor “Steve” who wouldn’t provide me a last name repeated several times he can’t help but is sorry, I’ve had no option but to do as you all request. This process is unfair and broken. Should I have moved or needed to update a spelling error or something on my end, I would understand, but to have to spend time and money to fix a clerical or printing error on your end is erroneous. Terrible process. Terrible customer support.
- JLJeremy LoebJun 3, 20251.0It’s no surprise Principal Financial has a 1.6-star rating. My experience with them as the record keeper for my former employer’s retirement plan has been nothing short of disappointing. After leaving my company, I requested to roll over my retirement funds into another account—something that should be a simple and standard process. Instead, I was hit with a $100 distribution fee, just to have them cut a check. That’s not a service fee—it’s highway robbery. Even if I had chosen to keep my funds with them, they made it clear the fee would still apply. There was no willingness to waive it or offer any flexibility, which only reinforces how out of touch this company is with customer service and industry standards. With countless low-cost and customer-focused providers out there, I can’t understand why any employer would choose to partner with Principal. I hope more HR departments do their due diligence before selecting them as a retirement plan provider.
- JIJ.P. Broussard IIJan 22, 20255.0Thankful for the assistance I received from the staff regarding my investment withdrawal. Very professional and timely.
- JGJoel GilmoreNov 4, 20241.0These guys suck at customer service. Can’t answer the phone. Put on hold for over an hour. Don’t trust these guys with your money. They will most likely lose it. Worst company ever.
- LSLeah SAug 8, 20191.0The fees far out weight the earnings, massive amounts bureaucracy make everything really difficult -especially rolling funds over and out. Their customer service agents are powerless to help you.
Frequently Asked Questions About Principal Financial Group
What services does Principal Financial Group provide at their Phoenix office?
Principal Financial Group's Phoenix office offers consultative, needs-based financial planning to help clients achieve their financial goals, including services in insurance, retirement, and investments.
What are the operating hours of Principal Financial Group in Phoenix?
The Phoenix office operates Monday to Friday from 8:00 AM to 4:00 PM and is closed on weekends and major holidays like Thanksgiving and Christmas.
Where is the Principal Financial Group office located in Phoenix?
Their office is located at 2355 E Camelback Rd, Suite 501, Phoenix, AZ 85016, USA.
Does Principal Financial Group in Phoenix require proof of COVID-19 vaccination?
No, the office does not require proof of COVID-19 vaccination for visitors or staff.
What languages are spoken at Principal Financial Group's Phoenix office?
The staff at the office primarily speaks English.
How can I contact the Principal Financial Group office in Phoenix?
You can reach them by phone at +1 602-957-3200.
Are there other financial or insurance service providers near Principal Financial Group in Phoenix?
Yes, nearby there are other financial and insurance services including Richard Fort, Financial Professional - New York Life; Heritage Family Offices, LLP; Lisa McClelland; Stephen Garcia, Agent - New York Life; and Care1st Health Plan.
What nearby health and medical services are close to Principal Financial Group's Phoenix location?
Nearby health services include Mediant Health Resources, Dr. Nathaniel Brooks, MD, Dr. Deborah Stegner, MD, Thomas Gazda, MD, Deborah Stegner, MD, and Serenity Mental Health Centers.
Is there parking or coworking space near Principal Financial Group's office?
Yes, the 24th at Camelback Garage offers parking and shared office space, and Brodeur provides coworking space nearby, facilitating convenient access for clients and professionals.
What are some competitor companies to Principal Financial Group in the Phoenix area?
Competitors include Fidelity, MetLife, Voya Financial, Empower, and Guardian Life.