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August 2025 by Mark Thomas
We have been with Creative Planning since we sold our family business and decided to retire. Going on three years now. Been one of the best decisions I've ever made. I would highly recommend CP for your planning for the future. My only regret is that I didn't start sooner.
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August 2025 by greytlover2
Fantastic, efficient, and expedient! What more can one ask for!?
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August 2025 by Cindy S
Creative Planning is an exceptional operation.The services provided go beyond financial planning, the advisors are outstanding (Thank you Adam Hoopes!) and the results have met and often exceeded our expectations.
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August 2025 by Stephanie Gershon
I would definitely recommend Creative Planning for you financial needs. I love their system, their communication, their planning, their organization so you know exactly where all your important documents are. Adam Hoopes is really great to work with!
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August 2025 by Jenney Kemblowski
Kristi was very patient and friendly while helping me with my IT issues. Highly recommend Creative Planning! I have worked with many of their techs and they're all super helpful!
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August 2025 by Mike West
We are so pleased to be working with Steve Whitley. His preparation for our review meeting was superb - he knew what our goals were, prepared a thorough review of our status based on those goals, and knowledgeably answered and explained issues we wanted to address. And Creative Planning also seems very well-run, with all of the resources we need going forward.
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August 2025 by John Hagan
Creative Planning is easy to write a favorable review about. I have been with them 10 years. They do my investing, legal, taxes. The staffers I work with are knowledgeable and responsive. Yesterday I met for my yearly review and the returns are outstanding. I have been so disappointed and even embezzled by previous advisors that Creative Planning is the perfect entity to invest my funds now that I'm retired and the stakes are high.
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August 2025 by Linda Theno
I always look forward to meeting with KAYLYNN WATTS. She always explains everything in simple language to me, since I'm not a finance person. This time Will was with us and Melissa ( who is new to Creative Planning). The hour always flies by. I always leave with relief for my future. I appreciate Kaylynn and her care for my finances.
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July 2025 by Laurie Furstenau
We love Kaylynn at Creative Planning! She’s smart and knowledgeable and does a great job of explaining things and making it clear and understandable. Plus, our money is growing! The best financial decision we made was to call Creative Planning.
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July 2025 by Mark McKee
Creative is a one stop shop for arranging all your financial and related needs. Adam Hoopes and his team have assisted my wife and I with setting up a trust, purchasing life insurance and guiding us through Social Security and Medicare hurdles. Great job of keeping us informed on our investments and markets outlook.
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July 2025 by Kelley Flora
Creative Planning consistently exceeds my expectations. They’re proactive in keeping me updated on market trends, potential political impacts, and how it all might affect my financial picture. Their thoughtful communication really puts my mind at ease.
What truly sets them apart is how personal and attentive they are. They schedule regular check-ins—like a financial wellness visit—and always reach out to make sure everything is on track. I genuinely feel seen, heard, and well cared for.
I’ve been so impressed with the quality of their service that I encouraged my mother to meet with them, and after just one meeting, she decided to move her investments over as well. That speaks volumes.
I proudly recommend Creative Planning to anyone looking for trustworthy, attentive, and knowledgeable financial guidance. I feel incredibly fortunate to be in their care.
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July 2025 by wendy mcgilley
Sara has been great to work with. I was referred to her by a friend. She always takes her time with us and gives us several scenarios to look at for our future.
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July 2025 by Liane Lance
Very fast! Wonderful customer service!!
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July 2025 by Ruth Ann Falls
I feel fortunate to have found an outstanding financial advisor, Christy Nichols, at this company. She is simply the best. She is Conscientious, communicative, personable and knowledgeable! Well worth it to have my financial health managed by professionals at Creative Planning!
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July 2025 by Jennifer Hulsey-Johnson
Great!
