What do people think of Planswell?
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5/5All time (0 reviews)
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Recently (0 reviews)25 Reviews
Recommended this product
Review of Planswell
I've had a fair number of meetings with financial planners in bank branches over the last few years, but none of the conversations have given me as concrete a financial picture as this simple 3 minute tool. Seriously, why can't the banks and financial advisors get this as right as Planswell got it?
Recommended this product
Review of Planswell
I finishe’d my online survey within 5min, A staff member called me within 48 hrs to walk me through what I was seeing with my plan and answered any questions I had. The journeys been great so far and I finally have insurance and understand the value of insurance when it comes to my personal finances.
Recommended this product
Review of Planswell
I am 20 years old, and like any other beginner in the working field, I had very little knowledge about Retirement planning, or to be more precise, it was the last thing to exist in my mind. Fortunately, I came across Planswell and learned a lot about some of the effective ways to save and keep track of my spending and learn about several retirement Plans. I am grateful to the Planswell team for being the most honest team by letting me know about the pros and cons of several financial choices I make in the future. It was an excellent choice to get help from Planswell
