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 nationally recognized wealth advisory firm focused on helping clients achieve their long-term financial goals. They offer a range of services, including wealth management, investment management, retirement planning, trust and estate planning, taxes, and insurance. The firm is staffed by a team of experts, including CERTIFIED FINANCIAL PLANNER® professionals and CPAs, ensuring comprehensive support for clients' financial needs. Clients appreciate the firm’s commitment to their best interests, as they operate under a fiduciary standard. Reviews highlight the positive experiences clients have had with their advisors, emphasizing strong communication and a focus on client involvement. Clients feel informed and engaged in their financial planning, with advisors providing clear explanations and guidance. Many enjoy the option to meet in person or over the phone, finding the advisors to be friendly and approachable. Overall, Creative Planning is praised for its professional and knowledgeable team, helping clients navigate their financial journeys with confidence and clarity.
My experience with Creative Planning has been fantastic. My fiancé and I came to the company as a pair, and we have each greatly benefited from the relationship. Our advisor Jackie is truly outstanding: savvy, patient, friendly, and a consummate professional. We look forward to many more years with Creative Planning.
I’ve been with Creative Planning for several years now, and I can’t say enough good things about Jacki and the team. Jacki is an exceptional financial adviser—professional, knowledgeable, and genuinely invested in my success. Thanks to her guidance, my investments have grown steadily over the years. Highly recommend!
i had an annual meeting with Creative Planning Representatives (Lane and Josalyn). They were well prepared and provided sound, particle advice that was uniquely tailored to my financial situation. I highly recommend C.P. for their services.