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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.”
9AM - 5:30PM
25151 Detroit Rd, Westlake
Investing
“Darin was friendly and professionally very good at establishing an account that met my needs, provided a good return in areas which I was comfortable investing in. Thanks”
“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!”