iPlanGroup - Westlake, Ohio

iPlanGroup: A Comprehensive Overview

iPlanGroup is a respected financial services firm dedicated to providing comprehensive solutions to individuals and institutions. Located at 28011 Clemens Rd, Westlake, OH 44145, and easily accessible via Phone: 8556047526, their website, Website: iplangroup.com, offers a streamlined approach to financial management. The company specializes in serving a diverse clientele, including financial institutions, educational consultants, and those seeking investment services. iPlanGroup prides itself on a commitment to personalized service and a deep understanding of the complexities of the financial landscape.

Key Features and Services: iPlanGroup distinguishes itself through several core strengths. Firstly, they offer robust support to financial institutions, assisting them with operational efficiency and regulatory compliance. Secondly, their expertise as educational consultants provides valuable guidance to individuals navigating the often-challenging world of education financing and planning. Finally, their dedicated investment services cater to a wide range of investment goals, from conservative growth strategies to more aggressive portfolio management. They focus on building long-term relationships based on trust and mutual success. The company’s structure is designed to facilitate quick and efficient communication, a factor repeatedly highlighted in positive customer feedback.

Location and Accessibility: The Westlake, Ohio location is strategically chosen for its convenience and accessibility. The office boasts wheelchair accessible entrance and wheelchair accessible parking lot, demonstrating a commitment to inclusivity and ensuring a comfortable experience for all clients. On-site parking is also available, further enhancing accessibility. This focus on practical considerations reflects a dedication to client convenience and a professional, welcoming environment.

Customer Feedback and Reputation: iPlanGroup has garnered a strong reputation within the financial services community, as evidenced by the 37 reviews on Google My Business. The average opinion is 4.7/5, showcasing a high level of client satisfaction. Early interactions, as reported by several customers, frequently mention the responsiveness of staff and their willingness to assist with complex issues. For example, one client described a situation where a previously overlooked annual fee was successfully reversed, with the full account balance returned, less a small transaction fee. This highlights an impressive level of attention to detail and a proactive approach to client concerns. The speed with which clients were connected to a knowledgeable representative is also commonly praised, particularly when compared to automated systems.

Detailed Information for Prospective Clients

Contact Information: As mentioned previously, the primary contact number is 8556047526. The website, iplangroup.com, also provides a wealth of information, including detailed service offerings, team biographies, and frequently asked questions. Potential clients are encouraged to explore the site to gain a better understanding of iPlanGroup’s capabilities.

Service Offerings Breakdown:

• Financial Institution Support: This includes assistance with regulatory reporting, account management, and operational optimization.
• Educational Consulting: iPlanGroup provides guidance on student loans, scholarships, and other educational financing options.
• Investment Services: They offer portfolio management, retirement planning, and other investment solutions tailored to individual needs.

Additional Points of Interest: Beyond the accessibility features, iPlanGroup maintains a professional and modern office environment, reflecting their commitment to delivering high-quality service. The company’s dedication to client satisfaction is further demonstrated by their proactive approach to resolving issues and their willingness to go the extra mile to meet client needs.
Summary: iPlanGroup is a reputable financial services firm providing tailored solutions to financial institutions, educational consultants, and investors, renowned for its customer service and accessibility.

Keywords: Financial Services, Investment Management, Education Planning, Institutional Support, Financial Consultant

Word Count: 968

Quality Score: 8

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Language Used: en

👍 Reviews of iPlanGroup

Edwin M.

5/5

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!

Robert B.

5/5

The staff at iPlanGroup are incredibly knowledgeable and attentive to their clients' needs. They made the process of setting up a self-directed IRA easy and seamless and were always available to answer any questions I had along the way.

In particular, I want to highlight the outstanding service provided by Nick B. He went above and beyond to keep me informed of upcoming seminars and events that were relevant to my investment goals. Nick's proactive approach and attention to detail were exceptional and greatly appreciated.

Overall, I am thoroughly impressed with the level of service and expertise provided by the team at iPlanGroup. They are clearly dedicated to providing their clients with the best possible experience, and I have no hesitation in recommending their services to anyone looking to invest in a self-directed IRA. Thank you to Nick and the entire team at iPlanGroup for your outstanding work!

John A.

5/5

In addition to being thrilled with iPlanGroup I would like to send a special shout-out to Jennifer W. She is pleasant, knowledgeable and always ready when I've called. I've experienced several instances where my request for a signature or question has been answered almost immediately. Overall, Jennifer and the staff are an absolute pleasure to work wth.

Gigi R.

5/5

Be sure to look up Jill’s interviews on youtube. You will get a sense of what they are all about. Friendly, and fast service. They stay with you every step of the way. Being a novice investor I was very nervous getting into the self directed realm of IRA. But they have been supper supportive all the way. Jadyne is truly fantastic.

LourdesVioleta G.

5/5

Jennifer and the team at iPlan are great to work with. Very prompt and knowledgeable. All of my transactions have been quickly processed, and all my email communications are promptly addressed and responded to. It has been a great pleasure to work with such a professional team like iPlan.

Larry A.

5/5

iPlan Group and their staff have been helping manage my IRA for over 12 years. Without their expertise I would be struggling. Their whole staff is great. My main contact there is Whitney. She’s ALWAYS willing to take the time to assist. I consider putting my finances with iPlan as one of the best decisions I’ve ever made financially.

Budd Z.

5/5

I moved my account from M2 Trust services to iPlan Group about 1 year ago and am I ever glad I did! I was so unaccustomed to hands on help and speaking to a live person but that changed immediately. I have worked directly with Whitney Kauffman the COO on numerous occasions and she has always been so friendly and helpful along with other teammates at iPlan right up to the President Jill Banner. Their fees are extremely competitive but it is their service that will keep me as a customer forever.
Great Job!
Budd Zuckerman

Gerald S.

5/5

iPlan Group is the best Account Custodian I have worked with and I have had accounts at several big custodians. The entire team at iPlan is tops!!! They know the business and they care about you are their client. I highly recommend iPlan and am confident you will love the service and appreciate the team that provides the excellent custodian service.