Planvest Financial

555 Quince Orchard Rd #280
Gaithersburg, MD 20878 301-977-7123

Ratings

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Consumer Ratings for Planvest Financial — 1 Ratings

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Percent of customers who rated service "superior" for:
Giving helpful advice
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Doing work properly
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Consumer Comments for Planvest Financial

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Consumer from Chevy Chase, MD
Nov 30, 2021
Recommended
Mike Mattison has been my financial advisor for 7 years. His advice on overall retirement planning and specifically regarding federal retiree rules has been very helpful. The half of my federal retirement funds I put under his management has not done as well as the funds I left spread across the TSP market funds, however, they have provided more balance in terms of market shocks.