Compensation Planning
About the Business
Compensation Planning is a leading finance and insurance agency located at 67 Jefferson Boulevard in Warwick, Rhode Island, United States. Our institution specializes in creating personalized compensation plans for individuals and businesses, ensuring that they are adequately protected and financially prepared for the future. With a team of experienced professionals, we provide expert guidance and tailored solutions to help our clients achieve their financial goals. Trust Compensation Planning to secure your financial future.
Photos
Location & Phone number
67 Jefferson Blvd, Warwick, RI 02888, United States
Hours open
Monday:
8:30 AM - 4:30 PM
Tuesday:
8:30 AM - 4:30 PM
Wednesday:
8:30 AM - 4:30 PM
Thursday:
8:30 AM - 4:30 PM
Friday:
8:30 AM - 4:30 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"This company let me down tremendously. I relied on them for help with setting up a 401k for my small business, but the staff completed account opening forms incorrectly which then led to months of trying to rectify the issue with the 401k custodian. The issue in fact never was resolved; Compensation Planning refused to issue me any kind of refund, despite their error, and, when I asked whether there was another custodian I could use, staff mostly answered 'I don't know - we don't handle that side of it.' Considering they're experts in this field, I would have expected more helpful guidance throughout. The company was very eager to help me before I paid and quickly became unavailable and lackadaisical, once their fee was in hand."
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