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    Excelsior Financial Group

    5.0 (1 review)
    Closed 9:00 am - 5:00 pm

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    Response time

    20 minutes

    Response rate

    100%

    Services - Excelsior Financial Group

    Current year tax preparation and filing

    Insurance planning

    Investment management

    4 More Services

    Past year(s) tax preparation and filing

    Retirement planning

    Audit and conflict resolution support

    Tax planning

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    I am writing this review due to the large number of very low review that I have seen about…read moreRiverSource. In August 2023 my step-father went into a memory care facility and the price was unbelievably high. He had a RiverSource long-term care policy...so we immediately started reading online reviews. It wasn't pretty. We were expecting the absolute worst from them based on what people had written. It is now over nine months later and RiverSource has been the exact opposite of what I had read in so many reviews. They answer their phone when I call. They help with anything I don't understand. They give clear explanations of their claim processes. They have paid every single dollar we have expected...never paying late. They didn't try to delay or or deny. Quite the opposite in fact. I couldn't be more glad to give them a great rating. RiverSource has been absolutely awesome. I say this having spoken with their customer service many times...and mailing/faxing forms. RiverSource has processes that must be followed...and the processes are very reasonable. Not once have I had the slightest problem...and they have consistently paid every monthly invoice for the memory care facility. I'm sure there are reasons for all these poor reviews, but my experience with them has been great each time. -Tom J 5/28/2024

    I have an annuity with Riversource. I can't get an online account because they tell me I purchased…read morethe annuity along long time ago. Seriously? so I must call for every thing. I have called 3 times to change my address and have no idea what has happened. I called today asking when and where my 1099-R is being sent and got different answers. then they get upset if you yell at them. then I was told my account was closed??!!?? I have years of payments left. I'm writing a snail mail to VP of Customer Service. after that I take it up with state insurance department. don't do any business with them.

    Excelsior Financial Group - taxservices - Updated July 2026

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