My representative was very professional in making sure I was who I said I was, and helping me to proceed in getting what I needed to get done. read more

customer service person handled my problem in a very professional and timely matter. I highly recommend her. read more

I have been a lan member for my investments for over twenty years and they've helped my me grow my investments into retirement.

I have been trying to transfer money out of PlanMember Financial for over 5 months. Every time they reject it for a different reason. I finally had to close the account and pay taxes because they would not transfer it out. DO NOT USE PLANMEMBER FINANCIAL SERVICES!!! read more

The customer service is great. Very helpful patient and listens and helps me with any problem I am having.

I was told several years ago by a Plan Member financial advisor that "4% is a great return on your 403b." This is a horrible return. I switched to self-managed and got 12% return on my own. In trying to transfer my 403b to another financial institution, they gave me incorrect forms, incorrect information from their 1-800 number twice, and a dead end/non functioning fax number. Put your money somewhere else! read more

Alex provided and amazing customer service. very professional and informative. He answered all my questions and guided me thru the process I needed to complete. Highly recommend Plan Member Financial. read more

If you are looking for a financial group that is honest and trustworthy. To be able to invest for your family's future or just for yourself. You can contact Jim Adgar at PlanMember Financial. read more

PlanMember has been very transparent by informing me about my account details and information. I have been a member since 1990. My representative has always been very helpful, supportive, and sincere. I am a happy and satisfied member! Thank you! Dorene Guillen read more

Very professional and helpful, knowledgeable, very patient. I definitely encourage using this company.

Wonderful, wonderful wonderful Lauren was especially helpful, knowledgeable. And friendly

A Plan Member associate responded to addressed my concern in a timely and professional manner. I have always been satisfied with the financial services that I have received while I have been a member! Thank you. read more

Became a member in early 80's as a teacher and continued monthly investments through 2004 when I retired as a district superintendent. Service has always been top notch and the investment return has been very good. I am continuing to make periodic withdrawals from my account during retirement. read more

Rep was knowledgeable, polite, and patient with my lack of tech skills! He walked me through the questionaire.

Jack, with login services is awesome. He patiently waited and walked me through my password reset even though I was having technical problems on my end. Great experience. Highly recommend PlanMember. read more

Associate with Planmember Financial was extremely helpful in assisting me, answering my questions and letting me know what my next steps would be. read more

Planmember representative was personable, pleasant and professional. It was easy to work with the representative.

I use Planmember Financial for my financial needs. I have been very pleased with my financial planner and he has invested my money wisely. I contacted PlanMember today about a technical problem and received the needed assistance in a timely manner. read more

Terrible customer service. They attempted to accelerate the payments on my loan for no reason other than they felt like it. This company is evil. read more

I have been attempting for over a year to transfer to a different company to consolidate with my husband. They come up with a completely different issue every time. DO NOT use plan member you will not have any control over your money. read more

I called Planmember Financial. I had a few questions regarding the Systematic Withdrawal Form. The customer rep was able to answer all my questions in under two minutes. Now I am ready to fax it to them. The interaction was short, quick and efficient. read more

TERRIBLE customer service. I am a retired educator and am getting stonewalled to access my money. Horrible, stay far away

this is a good company their service is always top notch the representatives are very knowledgeable they're very informed and patient when they answer all my questions , i highly recommend them read more

Very friendly and efficient customer service! Please give them a try with your money!

Very kind and honest also very helpful I never have any problems because he knows what he's doing and he asks questions He is also the same person that helped me last time and things went smoothly I have rated a 5 for this person thank you for being great read more

This company is THE WORST. It's been over two months since I requested a full distribution. I've had 5 conversations with three different people and they keep throwing the words "compliance department" around and requesting more forms and documents. Do not EVER let them manage your money. They have dragged this out for way too long and I am looking into filing a complaint against them with the SEC. read more

This company is very knowledgeable, professional, and thorough. Doing business with them has been quite pleasant. They took care of what I needed in a professional business environment. I would recommend them to anyone. read more

If you scan the other one-star reviews, you'll find that stalling, making up rules, and ignoring customers appears to be PlanMember's regular way of doing business. I inherited my mother's retirement account after her death in June 2023. It's now May of 2024, and PlanMember still hasn't rolled over that money to my inheritance account. They throw up barriers (I need a medallion signature guarantee, but they won't provide info I need to obtain the MSG), they appear to simply disregard correspondences I've sent them (pro tip: their fax doesn't work, and if you say this on the phone, the rep will give you an email to which you can send unencrypted personal data like your SSN), and most horrifyingly, the communication I have had from them is almost entirely people trying to sell me financial products. Like, my dudes: my mom died, I don't want to talk about investing strategies. PlanMember's behavior has had real financial consequences for me, as I've been unable to distribute the tax burden of this inheritance to the full 10 years we have to do so. I will also have to pay maximum tax on an unnecessary minimum annual withdraw, because they continue to stall. I advise you have a lawyer on speed-dial. This institution has been absolutely rotten to me. Run, don't walk, far away from them. read more

PlanMember Financial - their fax is always busy :) - Investing Near Me - Carpinteria, California

I had a small account with PlanMember, only $157. When I tried to close the account in October 2023, I submitted my paperwork through my broker as listed on the PlanMember website. I signed the forms (as can be seen in the email correspondence attachments to my broker), but PlanMember says the forms were not signed. That is inaccurate, and even if they believed it to be the case, they had a fiduciary duty to contact me to resolve any such matters. Presently, the account is worth $0.23 (twenty-three cents), with all of the money going to fees. I have not benefited one penny from this account, but PlanMember has lied and taken every penny, save for $0.23. I have the signed form in my email account so there can be no doubt the form was properly filled out and signed. Also, my broker was excellent, and I had no problems with him. The one star rating is for the company PlanMember. read more

Casey, at plan member was on point, took his job very seriously and took only minutes to figure out the problem. (Which was on my end). I'll never leave Plan Member, I've never had a bad experience there. He just proved that people do care and want to help you. Kudos, Casey's! Thank you! read more

This company has managed my retirement accounts to my great satisfaction over many years. They offer courteous service and fiscal responsibility. Their web site is easy to manage and keeps you updated on all matters. read more

Each time I have called planned member services that have been very helpful.They are not only very courteous but efficient and knowledgeable

I'm an independent Financial Advisor and CHOOSE to work with PlanMember as my broker-dealer. The best part about PlanMember is the people that work there. I always have a pleasant experience with the several personnel I have contact with. Their service center provides the best customer service out of any other customer service centers I interact with in business and my personal life. This is a great company with a bright future. I hate to see so many bad reviews because it looks like they are all due to the financial advisor that's assigned to that account. These financial advisors own and operate their business independent of PlanMember. In fact, anyone who reads this that has a PlanMember account and no advisor to speak to can contact me directly and I'll try to help. My email is hunter@planmembersec.com. read more

As a client I've been very happy with their services. My Financial Advisor Blake Douvros is always on top of it and has laid out a retirement plan to get me retiring at the age I was looking for. Whenever I have questions he always gets back to me within the hour and explains everything. Happy with the rate of return for my managed account and how they rebalance for market corrections. read more

awful company. my dad used to work with them. trying to move my money. i've been trying for 3 months, and still am not able to move my money. i would never recommend PlanMember to anyone, ever, for the rest of my life. RUN AWAY. I've had wonderful experiences with American Funds and Vanguard. Plan Member: you have an awful company. It's my money, and I am not able to access my money. Shame on your awful, dishonest company. read more

Worst financial group for investing and retirement. They are outdated and have very difficult procedures to do or change anything. They email the wrong forms and then send a letter that you submitted the incorrect form. You have to snail mail their 50 forms to them to get anything done, there is no secure messaging and uploads. Seriously? My advisor died and my new advisor, M. George, never even contacted me to "advise" me of a new relationship. When I asked this "advisor" for some assistance on changes, he emailed me to call a number to have some forms sent. Very incompetent group of people, very outdated procedures and web presence. I highly recommend Charles Schwab if your looking for amazing customer service and a company that answers the phone and actually wants to assist. read more

I have been a client of PlanMember for nearly 20 years. They have always been helpful and careful of my accounts, and has always responded to questions and requests for service quickly and efficiently. read more

When we transferred our assets to Vanguard, the representatives there were appalled at how PlanMember was not following basic industry (and FINRA) standards. If you ever want to get your money back out from them, expect it to take a few extra months. They will do everything in their power to ignore requests and drag their feet. For all those people trying to get your money, don't hesitate to report them to FINRA, as that usually results in more prompt action. The user interface is atrocious. read more

Wow, I just read Zoe G's post from 1/6/22 and I literally just experienced the same dreadful experience. I signed up for Plan Members about 8 years ago. At first, friendly, helpful and hands-on and then each year I heard less and less from my planner. At the minimum I would expect an annual meeting to reassess risk and retirement plans. My fiance's long time planner (Edward Jones) reaches out to him often (multiple times a year) informing him of stock options and checking in on his investments. Mine (Chris Janeway now based out of Dana Point, CA) has reached out to me zero times in the past four years. I decided to get a quote from Edward Jones and their rates were significantly lower AND they actually work with you! So, I made the choice in November 2021 to switch financial planners...same story as Zoe, it took multiple emails, phone calls, forms sent and resent over the past 4 (almost 5 months) to switch my accounts. It took until last week, April 2022 to get all of my accounts moved over. My new financial planner was absolutely appalled at the lack of competency and feet dragging of Plan Members. Thank GOD I made the switch and can officially be done with Plan Members. read more

I have my 403b with them and am very content with how it works and the hands off approach.