REVIEWS

Over the years we’ve collected hundreds of positive reviews from people that we helped create retirement plans. Here are some of them.

Olivia Roque

Here is another review for Planswell but this time its their mortgage services: Now that we have settled into our first home and able to sit down and relax, I wanted to reach out to you to let you know how great Samson (and Planswell) was as our mortgage broker throughout the whole process. I was always so scared about the process thinking about how stressful it will be. However, Samson made it so easy. Even during moments of difficulty, he always kept me up to date on the progress. All throughout the process, he answered all of my questions thoroughly and immediately. Our source of downpayment didnt just come from two or three accounts but from several accounts with multiple movements - Samson was quick, able to understand and follow each and every account. Planswell is very lucky to have him and you made the right choice in making him part of the Planswell family. You should be very proud. I am one very happy client and will refer Planswell to all my friends and family. I will definitely keep on coming back to Planswell for our mortgage needs because of Samson. Thank you so much again for helping us reach our dream of getting our first home. All the best and Im sure Ill be in touch with Planswell for my family's needs. First review: Planswell is a great choice for my family's future! The team knows their products and are very open on what is the best option for you. More importantly, their customer service is excellent!! They treat us more than just clients but as part of the Planswell family.

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Eric Arnold sits down with Barb DiGulio to talk about balancing parenting in the workplace, raising four kids under the age of five, his recent viral LinkedIn post, and more.

Athena T

Andy, Kristen, and Paul took the time to reassure me of the details of the insurance plan. They were open and honest about it and I didn’t feel like they were trying to upsell me or rush me into signing.

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