Creative Planning
Investing,
Financial Advising
Hours:
5454 W 110th St, Overland Park KS 66211
Hours
Most Recent Comments
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November 2023
Outstanding financial acumen and customer service. They have managed our portfolio for years with great reults
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September 2023
Talking with Michael Sheerin was so helpful, having never had a financial advisor he took all the time to walk me through everything and really help me understand the process. Looking forward to working with him for the future.
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September 2023
WARNING - Do not sign with Creative Planning.In 2022/23 I paid 1% fee on my portfolio management and CP lost 14% for a total loss of 15% on a money stash for my retirement. Any recommendations for a trustworthy asset management firm?
More Comments(40)
From Creative Planning
Creative Planning is a nationally recognized wealth advisory firm dedicated to helping clients achieve their long-term financial goals through wealth management, investment management, retirement planning, trust and estate planning, taxes and insurance. We also provide consulting, tax, financial and technology services to business clients. Our services are delivered by a team of CERTIFIED FINANCIAL PLANNER™ professionals, CPAs, estate planning attorneys, insurance specialists, business consultants and more. All this expertise is in-house to help ensure your entire financial picture is working as hard as it can, day in and day out. And Creative Planning is a fiduciary, which means all recommendations are in our clients’ best interests.
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Overland Park, Kansas