Playbook

1 Letterman Drive, 94129, San Francisco, United States
image
4.60
Based on 20 Reviews

5

80.00%

4

10.00%

3

0.00%

2

10.00%

1

0.00%
About Playbook

Hello 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, Hello Playbook assesses your current planning behavior and generates personalized recommendations tailored to your unique situation. But it doesn't stop there - Hello 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. Hello 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, Hello Playbook offers a risk-free 7-day free trial. It's an opportunity to explore their platform and experience the benefits firsthand. With Hello 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. Hello 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 Hello Playbook as your trusted partner, you can approach financial planning with confidence. Take control of your future and unlock the path to financial success. Hello Playbook: Your co-pilot on the road to Financial Freedom.

Tags
Contact Info

You need to Login first to submit your review.

image
Dora
GB

great experience 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.

image
customer
GB

Great information 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.

image
Khanh nguyen
GB

When I encountered difficulties setting… 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.

image
Anonymous
GB

They're on the right track They're on the right track. Haven't come across a product working towards the specific roadmap they're working towards. Looking forward to seeing where it goes.

image
Clarence William Stone
GB

Amazing Product Backed by Even Better Service Amazing product, even better team, and an organization that is dedicated to continually providing better experiences. I have used Playbook for over 2 years and I have seen the feature sets expand while the support team continues to work even hard to resolve niche financial challenges that I have. You won't find a better experience from any of their competitors. I know, because I have tried most of them.

We may use cookies or any other tracking technologies when you visit our website, including any other media form, mobile website, or mobile application related or connected to help customize the Site and improve your experience. learn more

Allow