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Frequently Asked Questions

What is Moneytree's customer service number?

Moneytree’s Customer Service Team is Open 24 Hours, seven days a week 364 days a year (every day except Christmas Day). If you have any questions, please call 877-613-MONY (6669). You Are Going to the NetSpend Visa Prepaid Card Secure Website.

Is Moneytree the most reliable financial planning program?

“If financial planning is at the core of what you do, which it is for us, Moneytree is the most reliable program and really allows me to tailor my assumptions with customizations. It helps me believe in the integrity of the data in the plans that I’m creating for my clients.”

Why do top advisors choose Moneytree?

Top advisors are choosing Moneytree with a proven, 40-year track record of accurate results, innovation, and outstanding support. “If financial planning is at the core of what you do, which it is for us, Moneytree is the most reliable program and really allows me to tailor my assumptions with customizations.

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