Playbook is a great app for trying to understand your financial health and what retirement will look like. The Playbook team is constantly seeking feedback (good and bad) to improve the app and make s... Ver mais
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Leia as opiniões dos outros
This has been incredible from day 1. This is the ground level of a new product that I have no doubt will become an "it" product and go to for the go-getters wanting to ensure they're set up for succes... Ver mais
I had a one hour financial coaching session with Phil from Playbook and it was SUPER helpful. I could ask all my “dumb” questions and he was very patient and helped me understand everything. I love ho... Ver mais
Playbook has been a great service for me. I’ve used it for over a year now, and it has helped me automate my savings, investments, and retirements with ease. I highly recommend it for anyone who’s loo... Ver mais
Informações sobre a empresa
Escrito pela empresa
Playbook is a San Francisco-based fintech company out to disrupt, and streamline, the world of financial planning. With a commitment to helping individuals achieve Financial Freedom, Playbook assesses your current planning behavior and generates personalized recommendations tailored to your unique situation. But it doesn't stop there - Playbook is all about action and implementation. Through the power of automation, it helps you seamlessly put those recommendations into motion, making progress towards your goals easier than ever before. Playbook offers a flexible subscription-based model that allows you to have control over your financial journey. You can cancel anytime, ensuring you have the freedom to choose what works best for you. And to get you started on the right track, Playbook offers a risk-free 7-day free trial. It's an opportunity to explore their platform and experience the benefits firsthand. With Playbook, you're not alone on your financial journey. Their dedicated team offers white-glove onboarding, ensuring a smooth transition onto their platform. Plus, their friendly support team is always just an email away. Playbook doesn't settle for the ordinary. In addition to its core features, it goes above and beyond by offering advanced capabilities such as tax loss harvesting, tax-efficient investing, and access to backdoor Roth IRAs for maximizing your retirement savings potential. With Playbook as your trusted partner, you can approach financial planning with confidence. Take control of your future and unlock the path to financial success. Playbook: Your co-pilot on the road to Financial Freedom.
Informações de contacto
1 Letterman Drive, 94129, San Francisco, Estados Unidos da América
- hello@helloplaybook.com
- helloplaybook.com
4,7
Excelente
46 opiniões
Sem histórico recente de solicitação de opiniões
Esta empresa não convidou os clientes recentemente, pelo que as opiniões podem não ser representativas
Como esta empresa usa o Trustpilot
Veja como as respetivas opiniões e classificações são obtidas, classificadas e moderadas.
Easy Set-up, Transparent Service
Playbook is transparent about what they offer, and what their service is for. The on-boarding process is really helpful especially if you are new to the financial/tax optimization scene. The graphics are awesome, and Phil was super helpful with the on-boarding.
27 de junho de 2022
Opinião espontânea
TL;DR - bait and switch; sign up at your own risk.
The team was friendly and responsive when I was initially setting up my account and they offered a free trial period. However, I've never been able to get my account information to sync properly and they are now unresponsive to my requests for assistance or cancellation. It's like they stopped caring as soon as they got my billing information.
25 de junho de 2022
Seems like this business really cares
Seems like this business really cares. Sure their information can be found online but for the average person you wouldn't know where to look
18 de abril de 2022
Opinião espontânea
Great educational app for young…
Great educational app for young investors. The app is constantly being updated with new features to help educate novice investors and eventually aid educated personal investors.
11 de abril de 2022
Opinião espontânea
They're on the right track
They're on the right track. Haven't come across a product working towards the specific roadmap they're working towards. Looking forward to seeing where it goes.
14 de março de 2022
Opinião espontânea
Average Googlable Financial Advice
Average Googlable Financial Advice. UI is not too bad, but the features are very limited and the roadmap/next steps are not too intuitive.
18 de outubro de 2021
Opinião espontânea
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