RangeReviews of range.com

The help is great. The 2 largest issues so far is very unorganized onboarding. I am driving the whole thing with no checklist, no dashboard of what is getting done or what needs to be done. BUT - every question I ask is answered in under 48 hours and the answers are relevant , useful and RAI is amazing so far. If the onboarding can get smoother and cash invested faster than 1X a week or when reminded, This would be a 5 star for me. Keep up the good work.

I genuinely appreciate both the online and offline/chatbot response to questions.

All good so far

I have really enjoyed using the AI agent Rai for most of my questions and it feels more like a readily available financial advisor with access to all my financial data to build a quick data driven response. However, I have experienced slow feedback from the Range team with respect to building my Tax Plan/Strategy for me to implement them before the end of the year. Also synchronizing of some of my account on range with my children’s 529 has been an issue too.

Platform is great and comprehensive. Easy to setup meetings and the team has been very responsive. Still getting acclimated and deciding on how I will handle Range when it comes to them managing investments, but impressed with the tools available so far.

Just getting to figure out how things are Done with Range. I was confused by the retirement check up but Joseph and the AI are helping me to better understand it. I am excited to get my taxes done, and plan taxes for the future. I am curious what advice Range will give in regard to how we did our will and trust, and I want to continue to explore retirement scenarios @62 and up.

We had a finance guy for about 8 years prior to finding Range. Although our portfolio flourished under his guidance, so did his pockets. Range’s subscription cost for a year is the equivalent of half of what he charged us in one of our accounts in a quarter… It was a no-brainer. We’re pretty risk averse and hands off investors. We know enough to understand that we’re in a good spot to stay the course, but truly could not be bothered to actively manage our portfolio. It’s nice to just email someone anytime we had questions and with their dashboards, we can really see everything in one place. Oh yeah and our Accountant retired so we signed up for their tax plan as well. Docking off a star because I don’t know if I’m still working with the same guy or some random member of the team. We are 6 months in and honestly it works for us.