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.
Been with them a year, so far the service and advice have been great. Jacki has been understanding of our situation, helpful in making needed changes and offered very helpful advice without pressure. Initial client meeting was excellent as well.
Been working with Creative Planning for approximately 5 years. They have been a game changer for financial planning and estate planning. They were recommended by a friend who uses them and studied finance and investing at both Sloan and MIT. We have also recommended them to other friends and they could not be happier with how it's worked out. Nothing fancy, just solid advice and planning you can trust being in your best interest - not the firm's they work for.
Been with Company for about 3 to 4 yrs now. My wife and I are extremely happy with the service from Lane and Joselyn.
They take the time and explain everything to us so we understand our portfolio.
We feel very comfortable and confident with them that they have are best interests in mind. Thank you, Lane and Joselyn,