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2plan wealth management

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2plan wealth management Reviews

4.2

68% would recommend to a friend

(5 total reviews)

100% positive business outlook

Reviews by job title

5 reviews
1.0
11 Jan 2022

Walk away

Recommend
CEO approval
Business outlook

Pros

Location and building is nice

Cons

Management and teams are the not as I expected.

4.0
23 Jan 2026

Great Network

Recommend
CEO approval
Business outlook

Pros

Support, Financial Strength, Provider Terms

Cons

Software could be improved and more intuitive.

5.0
9 June 2025

2plan

Recommend
CEO approval
Business outlook

Pros

Forward thinking. Love working at 2plan. Part of the larger Openwork Group.

Cons

None I can think of.

Viewing 1 - 3 of 5 Reviews

Glassdoor has 6 2plan wealth management reviews submitted anonymously by 2plan wealth management employees. Read employee reviews and ratings on Glassdoor to decide if 2plan wealth management is right for you.