Chamber of Commerce

      Plan Wise

      ( 6 Reviews )

      Plan Wise
      • 11650 Lantern Rd Suite 230
        Fishers, IN 46038
      •   317-775-2970
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      Hours

      Monday:
      9:00 AM - 5:00 PM
      Tuesday:
      9:00 AM - 5:00 PM
      Wednesday:
      9:00 AM - 5:00 PM
      Thursday:
      9:00 AM - 5:00 PM
      Friday:
      9:00 AM - 3:00 PM
      Saturday:
      Closed
      Sunday:
      Closed
      CALL DIRECTIONS REVIEWS

      Chamber Rating

      5.0 - (6 reviews)
      6
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      Read Our 6 Reviews

      Chamber Rating

      5.0 - (6 reviews)
      6
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      0
      › ‹
      • Ann Kopfer

        Very detailed presentation with the both of us...fitting what would be the best option(s) for our ongoing retirement! HIGHLY RECOMNENDED for working out one's future plans!
        Apr 5th, 2024

      • Luther Lofland

        I attended a dinner presentation with hesitation about investing my retirement funds with Plan Wise. I left more informed about my retirement funds! They are an outstanding company to put your money! They are AWESOME!
        Jan 12th, 2024

      • Donna Erickson

        We were treated with utmost respect. Due to a personal injury, our meeting was postponed two months. So, basically, that required preparation two different times. We were impressed by the professionalism and authentic concern of Andrew and Richy to present a plan that would be in our best interest and designed to meet our particular needs.
        Nov 8th, 2023

      • Kathy Boyd

        Andrew and Richy are great and very helpful! I really appreciate their time and getting me ready for the future.
        Sep 3rd, 2023

      • Bre Aasland


        Aug 5th, 2023

      Read Our 6 Reviews

      About
      Plan Wise

      Plan Wise is located at 11650 Lantern Rd Suite 230 in Fishers, Indiana 46038. Plan Wise can be contacted via phone at 317-775-2970 for pricing, hours and directions.

      Contact Info

      •   317-775-2970

      Questions & Answers

      Q What is the phone number for Plan Wise?

      A The phone number for Plan Wise is: 317-775-2970.

      Q Where is Plan Wise located?

      A Plan Wise is located at 11650 Lantern Rd Suite 230, Fishers, IN 46038

      Q What is the internet address for Plan Wise?

      A The website (URL) for Plan Wise is: https://www.plan-wise.com/

      Q What days are Plan Wise open?

      A Plan Wise is open:
      Monday: 9:00 AM - 5:00 PM
      Tuesday: 9:00 AM - 5:00 PM
      Wednesday: 9:00 AM - 5:00 PM
      Thursday: 9:00 AM - 5:00 PM
      Friday: 9:00 AM - 3:00 PM
      Saturday: Closed
      Sunday: Closed

      Q How is Plan Wise rated?

      A Plan Wise has a 5.0 Star Rating from 6 reviewers.

      Hours

      Monday:
      9:00 AM - 5:00 PM
      Tuesday:
      9:00 AM - 5:00 PM
      Wednesday:
      9:00 AM - 5:00 PM
      Thursday:
      9:00 AM - 5:00 PM
      Friday:
      9:00 AM - 3:00 PM
      Saturday:
      Closed
      Sunday:
      Closed

      Ratings and Reviews
      Plan Wise

      Overall Rating

      Overall Rating
      ( 6 Reviews )
      6
      0
      0
      0
      0
      Write a Review

      Ann Kopfer on Google

      image Very detailed presentation with the both of us...fitting what would be the best option(s) for our ongoing retirement! HIGHLY RECOMNENDED for working out one's future plans!

      Luther Lofland on Google

      image I attended a dinner presentation with hesitation about investing my retirement funds with Plan Wise. I left more informed about my retirement funds! They are an outstanding company to put your money! They are AWESOME!

      Business Response on Google Jan 25th, 2024
      Luther, we are grateful for your review and for meeting with us - we are honored to have the opportunity to work with you on your retirement. Welcome to the family!!

      Donna Erickson on Google

      image We were treated with utmost respect. Due to a personal injury, our meeting was postponed two months. So, basically, that required preparation two different times. We were impressed by the professionalism and authentic concern of Andrew and Richy to present a plan that would be in our best interest and designed to meet our particular needs.

      Business Response on Google Oct 15th, 2023
      Thank you for sharing your thoughts, Donna! We're grateful for your support and are thrilled you and Don enjoyed your experience with us - we truly care about this business and the people we serve. Wishing you a speedy recovery!

      Kathy Boyd on Google

      image Andrew and Richy are great and very helpful! I really appreciate their time and getting me ready for the future.

      Business Response on Google Sep 6th, 2023
      Thank you, Kathy! So great working with you, looking forward to next week!

      Bre Aasland on Google

      image

      Business Response on Google Nov 1st, 2023
      Thanks for your review, Bre!
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      Overall Rating

      Overall Rating
      ( 6 Reviews )
      6
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