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“Brought my (late) tax return in without an appointment after a competitor tax service was closed for the season. Bill not only got me in immediately, but he finished my return by the end of the day and charged a better price than I was expecting. He was knowledgeable, thorough, and fair. After my experience today, I will use this business to file my tax returns in the future and recommend them to others for tax services.”
“We interviewed several financial advisors when we were getting ready to retire. It was a frustrating, and often scary, experience - until we found Leslie and True Peace. Everyone in the company is great. Tabitha at the front desk is welcoming, friendly, and helpful, and sets the tone for the entire office. Leslie's knowledge is impressive and her calm, reassuring manner born of that knowledge really helped us relax. She created a plan that provides the income we need while providing security for the future. We could not be happier with our choice of True Peace as our financial advisor.”
“My wife and I are in year 3 of our relationship with Higdon & Hale and have been very happy with their service. They have an amazing team that works incredibly hard to get your return done correctly and ahead of deadline. I'm very happy to be a second generation client of Higdon & Hale, having been introduced to the firm by my dad.”
“Very friendly team! David, the branch manager, was very upbeat, informative, and made sure we were introduced to Julio and the JPMorgan guy who we will meet with to go over my 401K and finances. Sofie was also upbeat and helpful-she will be great at the Olathe location when it’s open. We felt taken care of :-) We’ve never been in a bank like this before where the people actually converse with you and get to know you. Even talked some football to wrap up our convo.”
“I recently needed to contact this company. I was shocked to actually speak to a live person. Eric Morse was so well versed in the information that he shared with me. I asked several questions and he was able to put his response in clear understandable terms. I appreciated his help and concern. I left the conversation feeling that I understood the issues and now I get it. Thank you, TIAA and Eric Morse.”
Financial Advising
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“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.”