About Creative Planning
Reviews for Creative Planning
Write a reviewHours
Monday: 8AM - 5PM
Tuesday: 8AM - 5PM
Wednesday: 8AM - 5PM
Thursday: 8AM - 5PM
Friday: 8AM - 5PM
Saturday: ClosedSunday: Closed
Tips
online appointments on-site services
Creative Planning is a nationally recognized wealth advisory firm that helps clients reach their long-term financial goals. The firm offers a range of services including wealth management, investment management, retirement planning, trust and estate planning, taxes, and insurance. They also provide consulting, tax, financial, and technology services to businesses. Creative Planning employs a team of experts, including CERTIFIED FINANCIAL PLANNER™ professionals, CPAs, estate planning attorneys, insurance specialists, and business consultants. This allows them to provide comprehensive financial advice tailored to each client's needs. Clients praise Creative Planning for its responsiveness, knowledge, and client-focused approach. Representatives are described as family-oriented, patient, and skilled at explaining complex financial concepts in a clear and understandable way. Clients appreciate the firm's willingness to work with them at their level of involvement, whether they prefer a hands-on or hands-off approach.
Tigran has been my financial planner for a number of years and his responsiveness and knowledge are unmatched. He provides multiple perspectives and explains the pros and cons of various scenarios without ever pushing an agenda. He is able to think five steps ahead so that I can plan not just for today but for 5, 10, and 20 years from now.
We have been working with Tigran Unciano for many years and are greatfull for his efforts on our behalf. It no is so nice to have reliable advice. He always has our best interests at heart.
I am SO happy with this company. We have worked with several representatives and they are family oriented, incredibly informed, and so patient. They are extremely good a explaining (what to some of us) is very complicated and confusing. We love all of them, but have been working mostly with Tigran Luciano - he is wonderful! I am a hands off person when it comes to money, but you can be as involved with the process as you want!