Financial Planners in Omaha

“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.“

“Best planner I’ve ever had. Great with numbers and results. I will be a lifer with Matt Ryan and the team. I thank God for this group“

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“Kristen provided valuable insight into my current financial investments at a time where I was unsure of the direction to take. She took her time to look into, advise and direct what would be best for me. I wasn't able to make the move to her firm currently but will strongly consider her for the future. She went above and beyond in helping me. Her character & integrity are top notch.“