Creative Planning Legal, P.A.

My husband and I have been Creative clients for nearly 20 years and highly recommend them. They have helped us navigate our portfolio through the tumultuous markets, got us organized so that our insurance and estate plan were updated and coordinated, and have helped us settle my Mom’s estate. They also helped us sign up for Medicare and Supplements. They make it easy to get things done and keep me informed. Excellent wealth management!

After 5 years of doing business with CP, we had to leave. The portfolio performance was not what we had expected compared to other brokers we were working with over the same time period. But more important was the lack of customer service. As I transitioned my funds to another broker, I was given incorrect information about transfer fees. When CP notified TD Ameritrade that they were no longer representing me, it triggered a new set of account numbers and CP did not notify me of this. It caused a great deal of problems and time transferring funds to the new broker. It took weeks and multiple executives to make a decision on how to reimburse me for $200 in fees. These guys need to get their act together.

Carolyn makes our financial decisions easy. Her guidance and fast responsiveness is top notch!

Very thorough in presenting financial information. Spends quality time and will review in depth. Fantastic interpersonal skills.

We have had the pleasure of working with Mike Harvey at Creative Planning. Mike is a true professional and someone that I have grown to trust & respect to do what is right for my family. The entire Creative staff is friendly and knowledgeable of our needs. You cannot go wrong with choosing Creative Planning to guide you in your financial future.