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.
September 2025
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.
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.