Gregory G.
11/24/2025
Planmember representative was personable, pleasant and professional. It was easy to work with the representative.
Planmember Financial
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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
3.043 reviews
Tom C.
10/21/2025
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...
Gary P.
11/27/2025
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...
Randy R.
12/12/2025
Plan Member reps Zach and Desi are to be commended for their help with my beneficiary accounts. I truly appreciate their support and efforts.
Jane Sargent S.
10/10/2025
Rep was knowledgeable, polite, and patient with my lack of tech skills! He walked me through the questionaire.
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