Creative Planning Legal PA

While we have only been with Creative for a couple weeks, everything seems great. They have the ability to integrate many of your needs in-house. Joe and Mason, aka-my peeps, have been clear and knowledgeable about investing our money as well as considering rollovers, tax issues, death documents, trusts and even our son’s future needs. We met Annie today who is working on another estate issue and she seems very knowledgeable, professional and easy to talk to. Everyone we have met so far has been great! I will update this review from time to time based on outcomes.

Joe Cummings does a great job. Very thorough and patient considering my computer skills. I live in Bennington Ne. and was referred to Joe by my best friend who lives at Lake Winnebago Mo. I'm glad he did! We have a Creative Planning in Omaha but after meeting Joe, we wanted to work with him. Thanks Joe for your hard work.

We had a great meeting, with Tim Sutton, for our annual review. The meeting was friendly and we were able to gain a better understanding of our financial situation and future outlook. We left the meeting more fully informed and confident that Creative Planning had our best interests at heart.

The CP team with their wholistic approach to financial planning sets a very high bar. They are efficient, communicative, timely and provide results. The ancillary services have also been top notch. I am beyond impressed!

Creative Planning provides excellent investment services. They’re a one-stop shop for all things financial - medical insurance advice, tax planning and preparation, estate planning, retirement planning. Their agents are very knowledgeable and never too busy to help. We have been clients for 10 years and couldn’t be happier.