Jane Sargent S.
10/10/2025
Rep was knowledgeable, polite, and patient with my lack of tech skills! He walked me through the questionaire.
Planmember Financial
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(36)
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6187 Carpinteria Ave
Carpinteria, CA 93013
Planmember Financial, situated in Carpinteria, CA, specializes in providing tailored retirement planning solutions for individuals and families, public educators, and mission-driven organizations. With over 30 years of experience, Planmember Financial offers a comprehensive Four-Part Planning System to guide clients through their financial journey.
Through their network of nearly 500 skilled financial professionals across all 50 states, Planmember Financial delivers personalized attention and a range of investment programs to help clients secure a prosperous retirement. They have served more than 4,200 employer organizations nationwide, emphasizing individualized analysis, advice, progress review, and ongoing support to build financial confidence.
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Reviews
2.536 reviewsFrancisco G.
9/22/2025
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...
Diane S.
6/24/2025
TERRIBLE customer service. I am a retired educator and am getting stonewalled to access my money. Horrible, stay far away
Kelsey S.
5/19/2025
Very friendly and efficient customer service! Please give them a try with your money!
Elisa O.
11/12/2024
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...
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