Creative Planning

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4.1 8 Reviews

creativeplanning.com

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What reviewers say about Creative Planning

Generated with AI from 8 reviews on Trustburn · updated 53 days ago

Customers generally describe Creative Planning as exceptional and professional, frequently praising the team for being knowledgeable, dedicated, and helpful with financial planning and investment strategy. Many reviewers say they are highly satisfied and would recommend the firm to others.

What does Creative Planning do?

Creative Planning is a wealth management firm that has been providing services to high net worth clients since 1983, currently managing approximately $34 billion for clients in all 50 states and abroad. Their mission is to help clients with wealth accumulation, retention, and transfer of assets through tailored strategies.

What are the most common complaints about Creative Planning?

The available reviews do not mention any specific complaints about Creative Planning; all 8 reviews are positive, ranging from 3 to 5 stars.

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About Creative Planning

Creative Planning is featured by Barron’s as the #1 Independent Wealth Management Firm in America by Barron’s (2017). Creative Planning and its President and Chief Investment Officer, Peter Mallouk, are the only firm in history to be recognized by Barron's as their "#1 Independent Advisor in America" for three consecutive years (2013-2015). Creative Planning has also been named as the "#1 Wealth Management Firm in America" by CNBC on the only two rankings the network ever released (2014-2015).

Creative Planning has been providing wealth management services to high net worth clients since 1983, and currently manages approximately $34 billion for clients in all 50 states and abroad. Our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals.