Playbook
About the Business
Playbook, located at 1 Letterman Drive, San Francisco, California, is a revolutionary institution that offers a step-by-step app for growing your money and minimizing taxes. By maximizing tax advantages, Playbook helps you achieve financial freedom and establish a strong financial foundation for your future. The institution focuses on optimizing tax savings and investing in after-tax accounts to ensure that every dollar you earn is in the smartest place. With Playbook, you can automate your savings, investments, and retirements with ease, all while paying up to 90% less than working with a traditional advisor. The Smart Money Guarantee ensures an airtight financial plan, minimized taxes, and fiduciary protection. Playbook offers two membership plans, Essential and Plus, each tailored to meet your financial needs. With bank-level security and a team of financial experts, Playbook is committed to accessible and smart wealth management, empowering you to achieve financial freedom faster and more efficiently.
Photos
Location & Phone number
Building C, 1 Letterman Dr c3500, San Francisco, CA 94129, United States
Reviews
"Clearly one of these "gotcha" free trial periods. I never remember signing up, maybe a family member of mine did but never used the service but charged for multiple months. Requested a refund, they hide behind a bad refund policy and I can only imagine how many "gotcha" charges they get...probably their business model as the site seems hard to understand and navigate once I was able to log in and cancel after seeing the charges on my cc. Avoid."
"Feel great I'm doing the right thing with my money. No fear of regret!"
"Creating a financial plan always stressed me out... Playbook made it drop dead simple."
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