Creative Financial Planning, Inc.

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"Creative Financial Planning is a whole-service, independent financial planning firm. As a fee-only firm, we do not charge commissions. We pride ourselves on developing strong, trusting relationships that allow us to help you successfully navigate life’s journey. No matter what your financial dreams may be, we will create a custom financial plan to help you turn them into a reality."

Address: 101 S Broadway, Nyack, NY 10960, USA

Phone: (845) 634-6050

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State: New York

County: Rockland County

Zip Code: 10960

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Reviews

This company is committed to your success. They don’t win unless you win. Great way to run a business. 100% client focused!!  I highly recommend!!

Creative Financial Planning is a good alternative to using a high cost, large brokerage.  They provide personal service focused on providing a customized financial plan that maps to their clients goals rather than simply selling you insurance and securities.  They feel that their success is tied to the success of their clients.

personalized service by competent and caring professionals with great communication - what more could you ask for? I've recommended them without reservation to many of my friends. We're very happy with our partnership with them.

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