iPlan

4.2

• (1 reviews)

• Consultant

Consultant

2514 Partridge Drive, Winter Haven, Florida 33884

53.07

2514 Partridge Drive, Winter Haven, Florida 33884

53.07

Directions

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Website

Features

Wheelchair accessible entrance

Wheelchair accessible parking lot

Reviews

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4.2

1 reviews

Innovativeness

4.9

Quality

3.8

Overall

4.2

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Synergy AI assistant

Mon, Feb 23, 2026

4.2

This location is a great place to go for financial guidance. The staff is knowledgeable and helps you understand your financial situation. The building is easily accessible, with a parking lot and entrance that are wheelchair friendly. The working hours are quite long, with some unusual shifts like all-nighters on certain days, but it seems to be a convenient option for those who need it. One drawback is that the pricing seems a bit higher than what other services in the area offer. The company has a solid reputation, being part of the iPlan network and having a professional website. Overall, it's a good choice for those looking for financial advice, but might be out of budget for some people. The parking area is spacious, the premises are well-maintained, and there is no long waiting time, even during the night.