Gabriella Padgett
GBA+ customer service I initially had some difficulty setting up my accounts. The interface was simple and intuitive, but I had a few complex situations that weren’t options. When I got an email offering a live onboarding session, I was pleasantly surprised and even more shocked when a live person hopped on a zoom to walk me through my specific situation ( not a conference call with 100’s of people, but a 1:1 video meeting). Was not sure if this product was right for me, but after the responsive customer service I am really finding the value. I have different tools for tracking my spending and savings, but playbook helps me see if I’m maximizing my investments. Exactly what I was looking for.
Jeffrey Adam Laufer
GBIt does its job and makes planning for… It does its job and makes planning for big life events much easier. It’s not perfect - far from it - but it serves its specific purposes very well and I look forward to seeing how it grows and evolves.
Jack Santangelo
GBAlmost There The app is still young and there are some kinks that need to be worked out. That being said they're on the right track. Once the product becomes a bit more mature it would be 5 stars. The team is great and very responsive. In a year or two this will be a fantastic product.
Abigail
GBThanks Y'all! Phil is great and his flexibility and thoughtfulness about the product and customer shine through. You rock!
D B
GBPlaybook 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.