Business Details
About
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.
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- BDBrandon DriverNov 17, 20231.0Awful! Just an awful experience with them. They are lovely when money comes in but when you want to transfer your money out be prepared for them to send you 401k a week later and not even give you the proper documents to submit it with your new 401k company. I would rather store money under my mattress than use them again.
- JTJennifer TaylorOct 17, 20221.0They were the 401k company for an awful company I worked for which is a diff story, but as for the 401k with principal. I was only a customer for 1 month and this was by far the worst financial institution I've ever had to deal with. Communication style is completely outdated. Can't do anything from their website. They want you to send in trees of paperwork and call a number where no one can do anything. There's a crazy amount of fees?? I was a customer for 1 month and had like 5 diff fees on my account. Rollover options are unclear. I wanted to do 100% rollover into a diff non-principle account, so I filled out the paperwork and send it in (via mail because nothing can be done on website) then the next day I get an email saying my cash distribution is being processed? Didn't choose that?? Don't know where that came from. Called and of course they told me there's nothing that can be done. So yeah I would just steer clear.
Frequently Asked Questions About Principal Financial Group
What services does Principal Financial Group offer at the Raleigh office?
The Raleigh office provides consultative financial planning services including insurance, retirement, and investment solutions to help you reach your financial goals.
What are the regular business hours for Principal Financial Group in Raleigh?
The office is open Monday through Friday from 8:00 AM to 4:30 PM, and closed on Saturdays and Sundays.
Is the Principal Financial Group staff fully vaccinated against COVID-19?
No, the staff at this location is not fully vaccinated, and no proof of vaccination is required for visits.
What is the contact phone number for the Principal Financial Group office in Raleigh?
You can reach the Raleigh office by phone at +1 919-745-2040.
Where is the Principal Financial Group's Raleigh office located?
It is located at 4141 ParkLake Ave, Suite 450, Raleigh, NC, 27612, USA.
Does Principal Financial Group have an online presence where I can learn more?
Yes, you can visit their website at https://www.principal.com/carolinas or their LinkedIn page at https://www.linkedin.com/company/PFNcarolinas.
Are there any nearby financial advisory firms near Principal Financial Group's Raleigh office?
Yes, Adams Financial, Focused Financial - Gary B. Gross CFP, CLU, ChFC, and Todd Purich, Wealth Advisor - Legacy Private Client Services, LLC are nearby financial advisory firms you might consider.
What dining options are near the Principal Financial Group office?
Nearby dining options include Glen Lake Cafe and BOSS Coffee, great places to eat or grab a coffee before or after your visit.
Are there any parks or public plazas close to Principal Financial Group's office where I could relax?
Yes, Glenlake Plaza is a nearby public plaza and park where you can relax.
How can nearby legal services assist me in coordinating with Principal Financial Group?
Nearby law offices such as Law offices of Brady, Morton & Cobin, PLLC and Nexsen Pruet offer legal services including estate planning and business law, which can complement your financial planning needs.