iPlanGroup

Investing
Hours:
28011 Clemens Rd, Westlake OH 44145
(855) 604-7526 Directions

Hours

Monday
9AM - 5PM
Tuesday
9AM - 5PM
Wednesday
9AM - 5PM
Thursday
9AM - 5PM
Friday
9AM - 5PM
Saturday
Closed
Sunday
Closed

About iPlanGroup

iPlanGroup is a highly regarded business known for its friendly and supportive customer service. Clients appreciate the prompt and knowledgeable staff who are always available to assist with their investment needs. Many users have experienced seamless processes when setting up self-directed IRAs, highlighting the company's commitment to making the experience easy for newcomers. The team, including standout professionals like Jennifer and Nick, is praised for their quick response times and thorough communication. Customers feel well-informed about their investments and often mention how approachable the staff is, making them feel comfortable throughout their investment journey. Overall, iPlanGroup earns high marks for its exceptional service, expertise, and dedication to client satisfaction, making it a recommended choice for anyone looking to invest in a self-directed IRA.

Most Recent Reviews

Write a review
  • September 2025
    Great service! Easy to reach. Reasonable rates. Friendly people. They work with you.
  • May 2024
    Be sure to look up Jill’s interviews on youtube. You will get a sense of what they are all about. Friendly, and fast service. They stay with you every step of the way. Being a novice investor I was very nervous getting into the self directed realm of IRA. But they have been supper supportive all the way. Jadyne is truly... read full comment
  • June 2023
    Jadyne is it the light to communicate with. She is punctual, understanding, and informative.

More Comments(35)

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Location and Contact

iPlanGroup

Financial Institution in Westlake, OH 28011 Clemens Rd, Westlake (855) 604-7526 Website Suggest an Edit