Planswell

Building unbiased financial plans for free in under 3 mins
25reviews
1follower
Visit website

What do people think of Planswell?

The community submitted 25 reviews to tell us what they like about Planswell, what Planswell can do better, and more.
What do you think about Planswell?
Leave a rating or review for the community
5/5All time (0 reviews)
1/5
Recently (0 reviews)

25 Reviews
Dan Priljeva
FinTech, etc.
5 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?

Share

Ryan O'Neill
Art Director / Co Founder Brüha
4 reviews
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.

Share

Mia Oscar
Mia Oscar
@mia_oscar1
1 review
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
Share

Sarosha
Sarosha
Co-founder, Aiva Labs
6 reviews
Recommended this product
Review of Planswell
Share

Will Millar
@will_millar1
1 review
Recommended this product
Review of Planswell

Free advice, even over the phone or in person

Share

Dan Priljeva
@pdanny
1 review
Recommended this product
Review of Planswell
Share

The Art of The Fail Podcast
@theaotfpodcast
5 reviews
Recommended this product
Review of Planswell
Share

Claudia DoRego
@claudia_dorego
2 reviews
Recommended this product
Review of Planswell
Share

Jenny H
Jenny H
@jjennyh
1 review
Recommended this product
Review of Planswell
Share

Lauren Arnold
@lauren_arnold
2 reviews
Recommended this product
Review of Planswell
Share