customer
Great customer service 👌🏾
Great customer service 👌🏾
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.
Playbook (helloplaybook.com) has 46 customer reviews on Five Star Index, with an average rating of 4.6 out of 5.
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Investments & Wealth · Seal Beach, California
Excellent

Investments & Wealth · Irvine, California
Excellent

Investments & Wealth · Calabasas, California
Excellent

Investments & Wealth · Orange, California
Excellent
Showing 39 reviews with 5 stars · Clear filters
customer
Great customer service 👌🏾
Molly M.
Loving all the features! The ability to see and organize all my finances has been a game changer. Phil and his team have been extremely helpful. Can’t wait for new features to keep rolling out!
customer
Great, personable service. Very excited about the helpful updates and new features!
Mike U.
Great app, great people, friendly and much needed service.
Dora
great experience, Phill is very smart and answers my questions very well. It's easy to figure out how to use it under his guidance.
Response from PlaybookApr 23, 2024
Thanks for leaving some feedback! We're glad the product tutorial was helpful - let us know if there's anything we can help with!
Susy
It was great talking to Phil about Playbook and how to get the most out of it, as well as some additional information on how to improve my financial literacy and how to make my money work the best for me now and in my future.
Response from PlaybookApr 3, 2024
Thanks so much for sharing your thoughts! We're glad the platform overview was valuable and that the product's recommendations had you confident in your plan. Let us know if there's anything we can help with!
Khanh N.
When I encountered difficulties setting up my accounts and felt overwhelmed by the amount of information required to navigate the platform, Playbook Company truly stepped up to provide exceptional customer support. The turning point was a meeting with their Customer Success Team, where Philip played a crucial role. Despite feeling like “nobody” in the grand scheme of things, Philip treated me with utmost respect and took the time to walk me through the entire platform. Within a 30-minute session, I gained a clear understanding and felt much more comfortable with the services provided. This level of personalized, attentive service exemplifies great customer service and sets Playbook Company apart in their field.
Response from PlaybookApr 3, 2024
Thanks for taking the time to share a few words about your experience! We're glad the onboarding was helpful and that we were able to help you make sense of the product's recommendations. Let us know if there's anything we can help with!
Shania C.
This app is very easy to use. Very intuitive. They explain to you a lot of things that they are doing. A lot of this is also automatic, so you dont have to worry about thinking to send the money manually (there's a manual option for those who wants that too of course). When I had issues trying to transfer, they reach out to me very quickly and even had a zoom call with me because I was having a lot of issues. Theo was very nice and he is still holding my hand throughout the process. This really is a great tool to have to build your wealth.
Response from PlaybookApr 3, 2024
Thanks for for sharing your thoughts! We're glad the product overview was helpful and that the product's recommendations made a little more sense at the end of our call. Let us know if there's anything we can help with.