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
Creative Planning is a highly regarded financial service that has built strong relationships with its clients over the years. The team, including Danny and Sean, is known for their consultative approach and responsiveness, making investment opportunities accessible without being pushy. Clients appreciate their professionalism, attention to detail, and passion for helping them achieve their financial goals. Meetings are efficient and productive, with knowledgeable staff providing useful tips for personal financial well-being. Overall, Creative Planning is recommended for anyone seeking dedicated and skilled financial guidance.
We've been clients of Creative Planning for 2+ years. Danny and Sean have been great to work with and our portfolio has grown nicely. I appreciate their consultative approach, responsiveness, and them bringing new investment opportunities to us but never in a way that feels pushy.
Have used Creative Planning for several years now and COULD NOT be happier! Danny Schmitz and his staff are wonderful to work with. So knowledgeable and makes all information accessible and understandable. Ever single time we meet with the Creative Planning team we are reminded again how incredibly fortunate we are to have them in our corner.