Creative Planning - New York, New York

Creative Planning: A Comprehensive Financial Service Provider

Creative Planning is a well-established financial company located at 152 W 57th St 24th Floor, New York, NY 10019. With a primary phone number of 2129918106, this company has made a name for itself in the financial industry. Their website, creativeplanning.com, provides valuable information about their services and team.

As a financial planner, advisor, and consultant, Creative Planning offers a wide range of financial and investment services. They are experienced in managing portfolios, providing investment advice, and offering comprehensive financial planning. Their specialties make them an ideal choice for individuals and businesses seeking professional financial guidance.

One of the key features of Creative Planning is their accessibility. They offer online appointments, making it easy for clients to schedule consultations from the comfort of their homes. Additionally, they have wheelchair-accessible entrances and restrooms, ensuring that all clients can access their services. They also recommend making appointments, which can help reduce wait times and ensure that clients receive the attention they need.

Creative Planning has received 19 reviews on Google My Business, with an average rating of 3.5/5. This rating indicates that the company has a solid reputation and a track record of satisfied clients. However, it's essential to read individual reviews to gain a more comprehensive understanding of the company's strengths and weaknesses.

In terms of location, Creative Planning is situated in the heart of New York City. This prime location makes them easily accessible for clients in the tri-state area and beyond. Their midtown Manhattan office is conveniently located near several public transportation options, making it simple for clients to reach them.

Reviews of Creative Planning

Dagoberto delaMorena

5/5

My Financial Advisor at Creative Wealth and his team are superior in their knowledge and client care. Just excellent. They anticipate needs that I may not even know to ask. They’re diligent and follow up when they say they will. Great relationship.

Doretta Miller

5/5

Can't say enough good things about Cameron Andre and all who have helped us and continue to do so at Creative Planning. So informative, professional and explain everything in a concise manner. All questions answered. Always available when needed. Just a text or email away. We meet periodically to review. Never rushed. Highly recommend.

Brian Archibald

5/5

I have been a client since 2015 and have nothing but praise for CP. They have been professional, my wealth manager stays in regular contact with me and answers my calls, or returns them promptly. We meet periodically to review changes and update goals and expectations. The have an excellent client portal. Nothing but high praise for their personalized long term measured approach, which is specific for my portfolio and expectations.

Diana M

5/5

I’ve been a client for four years. Great service. Super responsive, professional and organized. Most importantly I agree with their investment and advice strategy. They have provided me a clear roadmap to a comfortable retirement, educated me on what’s most important in managing my money and what my future looks like financially if I keep up my current habits. Having them keep my investments properly balanced saves much time and anxiety watching business news and worrying about proper allocations myself. It’s not a cheap service but for me it’s worth the time and peace of mind.

Mari Platt

5/5

John has been our advisor for many years and is always responsive when we have inquiries and has been a wealth of knowledge for us. Would highly recommend him as well as Creative Planning

Chris Aswad

5/5

Cannot say enough good things about Creative Planning. As a small business owner wearing many hats, I truly appreciate CP's "many services under one roof" approach. It makes such a difference - not only in terms of efficiency and time saving, but in the confidence I have that all the pieces of my financial life are in sync with a trusted advisor in the loop and managing all of it. You won't know how valuable this is until you start working with CP. Then, of course, it comes down to the team / people. I've been fortunate to work with Paolo Ferretti for 5+ years, as well as Stephanie Cooper and many others on the team. They are simply the best. And, as Creative Planning as grown and grown, the level of service has only improved (definitely not the norm). These are true professionals and investment gurus. My husband and I would highly recommend Creative Planning (and Paolo and Stephanie, specifically) to any of our peers for their comprehensive and super smart approach to wealth management.

Stephanie Lorge

5/5

Creative Planning is a true partner in helping our family plan for the future. They have given us a piece of mind that is invaluable as we enter our golden years. Thank you!

Dline271

5/5

Attentive, Efficient, Organized, Flexible and Innovative! Very happy with my advisors!