Aug 27, 2025
Not a good place to work at
Anonymous employee
Customplan Financial Advisors Reviews
2.0
46% would recommend to a friend
100% positive business outlook
Reviews by job title
3 reviews
1.0
Apr 8, 2024
Recommend
CEO approval
Business outlook
Pros
Pays well, but everything else is bad
Cons
Upper management was full of gossip and negativity. Spoke down to their admins and smaller advisors. Uncomfortable comments were often made. Would not recommend.
5.0
Aug 12, 2021
Recommend
CEO approval
Business outlook
Pros
People actually cared about one another and the customers. It wasn't just about business... though they DID care about that too. I felt comfortable about how they treated people and dealt with difficult situations.
Cons
It's a smaller operation, so it's difficult to make sure that every agent gets the attention they need. We sure tried, though, and succeeded much of the time.
