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Business Profile

Retirement Planning Services

Mutual of America Financial Group

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BBB Accredited BusinessA Rated by BBB

Reviews

This profile includes reviews for Mutual of America Financial Group's headquarters and its corporate-owned locations. To view all corporate locations, see

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Mutual of America Financial Group has 14 locations, listed below.

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    Customer Review Ratings

    1.4

    Average of 277 Customer Reviews

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    Review Details

    • ANTHONY S

      Date: 07/26/2024

      Mutual of America has been an outstanding partner for us. They are the providers for our 403b retirement plan. They are always attentive to our needs and respond very quickly. Maykel and **** are fantastic! When an employee reaches out, they are always professional and provide great service!

    • James F

      Date: 07/26/2024

      We have a great, knowledgeable, and responsive team motivated to help our employees plan for their and make the most of their savings. I've also been impressed with the customer service via the toll-free number.

    • Elyse F

      Date: 07/20/2024

      Mutual of America provides exemplary customer service to its clients. My questions were fully addressed by a competent, knowledgeable and courteous professional.

    • Madeline M

      Date: 07/11/2024

      I have been extremely satisfied with my 403(b)-retirement account, which Ive maintained with Mutual of America (MOA) for many years. Whenever Ive needed assistance, the local MOA service team in ***********, ***********, has always been courteous and professional. Its reassuring to speak with knowledgeable representatives from the ********************* whenever I need support. The personalized local service experience at *** truly makes a difference. They have always been attentive and responsive, making me feel valued as a customer, not just a number. I always make it a point to recommend MOA to my professional acquaintances and family members.

    • Paul H

      Date: 07/11/2024

      The customer service I received from a lady by the name of Princess was priceless!!Thank you for doing it right!***************************

    • elaine v

      Date: 07/08/2024

      Hello ,My name is ************************* from ***. I just contacted customer service and spoke with a representative named ***. She was super helpful , broke everything down for me and was able to clear up a mix understanding. *** and I were on the phone for over 1 hour and she was patient despite my 1000 questions. Not once did she get frustrated. She was even laughing with me . Exceptional customer service. It made me feel heard and I was even able to learn a gew things. Other experiences arent the same and one can get wrong information. So shout out to *** and your team for great customer service. *** was awesome.

    • Cecilia H

      Date: 07/05/2024

      Worst company to deal business with. I have a sponsored employer plan and have requested a rollover after I left. It's been over a month now and the delaying techniques is horrible. Started with the paper form but with no proper communication as to what needs to be done, you would need to call them several times to find out any update or you will be in dark wondering what is going on with your request. I have done the **file as well and finally got a confirmation but never received my check after 10 working days per their policy. Today, I called again, and was only told it could have been lost in the mail. And was advised that they can re-issue a check w/c will void the other one that is already in mail. A company like this shouldn't be allowed to do business this way. ***.

    • Daniel S

      Date: 06/27/2024

      I am a plan sponsor, i.e., an employer who has my employees' pensions set up with Mutual of America. It seems as though every few months, something goes catastrophically wrong with their online system, and it becomes impossible to access the plan sponsor website and make contributions.This becomes incredibly frustrating because then we can't keep plan contributions current with payroll, and it becomes an accounting headache as we have to accrue all these retirement contribution liabilities, which makes the organization look irresponsible.

    • Robert N

      Date: 06/22/2024

      I appreciate my team in the ******* ******* I have been a client for many years and have always had great service. ***************************** and ***** have all helped me when needed. No problems and all questions answered for me and my staff

    • Brenda I

      Date: 05/29/2024

      This company is the worse. Do not do business with them. I stopped with them, requested a withdrawal that took forever. I mean forever all the while losing money. I put ****** in account in first of Oct 2021 by Dec 15th 2021 it was gone. This was supposed to be for retirement.. My ex employer mistakenly sent another payment after my withdrawal of all funds. *** received it and MOA invested it and lost it. I asked for my last money because i had already withdrew all money and did not want anything to do with them. They told me I lost it.. DO NOT INVEST WITH THEM. 401K OR another investment firm. They get rich off you.

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