Khanh nguyen
USWhen 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.
Shania Criszia
USEasy to use, friendly customer service This app is very easy to use. Very intuitive. They explain to you a lot of things that they are doing. A lot of this is also automatic, so you dont have to worry about thinking to send the money manually (there's a manual option for those who wants that too of course). When I had issues trying to transfer, they reach out to me very quickly and even had a zoom call with me because I was having a lot of issues. Theo was very nice and he is still holding my hand throughout the process. This really is a great tool to have to build your wealth.
Gani
USClearer financial future. I like the layout of the app. It gives me a full financial view, and I received some great recommendations to maximize my finances. I’d highly recommend scheduling a 1:1 as it’s valuable to talk to a human regarding your finances and not just an app.
Emily Bilotti
USFinancial coaching session I had a one hour financial coaching session with Phil from Playbook and it was SUPER helpful. I could ask all my “dumb” questions and he was very patient and helped me understand everything. I love how small and dedicated the Playbook team is while being legit and trustworthy. Great combo.
D B
USPlaybook has been a great service for… Playbook has been a great service for me. I’ve used it for over a year now, and it has helped me automate my savings, investments, and retirements with ease. I highly recommend it for anyone who’s looking to automate their saving in a tax advantaged manner.