The staff at Planswell are very personable, professional, encouraging and prompt. Patrick genuinely cares about his clients and he is never pushy, very patient and works with the client to understand their needs and put their best interests first. I look forward to having Patrick assist with my financial needs now and in the future and I am confident that he will set up his clients for financial success.
REVIEWS
Over the years we’ve collected hundreds of positive reviews from people that we helped create retirement plans. Here are some of them.