Business Insurance ServiceInsurance BrokerLife Insurance AgencyFinancial PlannerFinancial ConsultantInvestment ServicePrincipal
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.
Your 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.
JI
J.P. Broussard II
Jan 22, 2025
5.0
Thankful for the assistance I received from the staff regarding my investment withdrawal. Very professional and timely.
RB
Ryan Beckmann
Jun 22, 2023
1.0
Worst customer service I’ve ever encountered In my entire life. For 4 months I’ve been trying to get my money. Every-time I’m told to just be patient and wait but no real answers. Then 2 months later I am told that a check of over $15,000 was went to a wrong address, 2 months to get that information. Now recently I was told it would be 3 business days to put it in my account and now I’m being told 7 business days later to wait 4 more business days and call back to find out if its done?! How do I get MY money? Everyone I talk to tells me a different story but no one ever tells me when I’ll get MY money. I’ve spent over 25 hours on the phone trying to get this done with you over the last 4 months!
SD
Steve Diyorio
May 23, 2023
1.0
I'd give zero stars if I could. My company moved our 401k assets to Principal several months ago. I left the company 3 weeks ago and have called Principal several times to initiate a rollover to my IRA at another bank. Their staff doesn't even seem to understand what a 401k is or how to roll the account to another bank. I get different answers every time, none of them getting me to the point I can even initiate the rollover. Their staff is absolutely incompetent and make it difficult to gain access to your hard earned retirement funds. I would avoid this institution at all costs if you can.
LS
Leah S
Aug 8, 2019
1.0
The 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.