REVIEWS

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

Syed Raza

I'm absolutely blown away from my involvement with Planswell. I booked an appointment to discuss my financial goals and get started building out my future. I had the pleasure to speak with Alex, and I have nothing but great things to say about him. Not did he just help me in determining the best financial plan for my goals, but the entire time, I didn't feel like I was being sold anything. During our conversation, I had also brought up my interest in the insurance as well, and he immediately booked an appointment for me to get started. That is where I spoke to Paul, who responded to every one of my questions and is currently getting me set up with the best plan that suits me for my well-being. Alex is my financial guy, and Paul is my insurance guy significant assets to the Planswell team.

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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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