Business ProfileforNorthwestern Mutual

All was well until it wasn’t - or until I wanted to access my funds. It took weeks and weeks of emailing, phone calls, yelling at my advisor and his assistant and even needing me to speak with the Compliance Officer Kelly **** - she is the only person I have spoken with who actually cares about me/my situation (and if she doesn’t she is great at pretending). My main issue started APRIL 16 2024 and as of JUNE 6th 2024 is still not resolved. The agent who looked into my complaint told me it would be 2-4 weeks until resolution and would let me know if it was longer. (That was April 16) I heard back on May 29th that it was approved! I’m getting some money back! Or so I think… still no check or deposit by the 6th. After replying to the agent who “investigated” Christa ****** - she noted that she hadn’t actually sent the check until today (June 6th) because she was unsure if I wanted to have a conversation about it? But never reached out to me asking to have that conversation. I spoke with her Supervisor Jake who did also seem apologetic. He and Kelly were great. My advisor, Cullen and Christa- not so much. After speaking with Jake, Christa’s supervisor- he said that he will be issuing the check tomorrow morning (an additional day lag! Imagine that! Even though Christa requested it to be “expedited”). I should hopefully see the check early next week. If you can avoid doing any business whether it be insurance or investments with NM I would advise to do so. It is very evident that there is little to no customer service training that goes into their jobs and it is all about $$. I get it, it’s wealth management. But at the end of the day there needs to be a level of compassion that was no where to be found when dealing with people’s finances.