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8:30AM - 5PM
2341 Crocker Rd, Westlake
Investing
“I was completely impressed with the genuine professionalism and customer service from Jaclyn McGuire. Even through the phone, I could feel her affable demeanor and it brightened my day. So happy there are still people who choose to be positive and have an upbeat personality.”
“Amazing customer service. Maria was so professional and I can tell she’s also very smart. I was there yesterday making some transactions and the process was really smooth”
Investing
Investing
Investing
“I second the 5-star ratings of other iPlanGroup customers. When I called, I usually quickly reached a person -- never a robot -- who was invariably friendly and helpful.
I had left a small amount of money in my account and neglected to close it before the annual fee was assessed. However, at my request, the fee was reversed and I received the full amount remaining in my account (less the $5 ACH fee).
Thank you, Eri and Aulona!”