This company has done a good job for us over the last 3 years. I've compared our returns with some…read moreother firms and we've done very, very well. Very professional and knowledgeable staff, and timely replies to any questions we've come up with. There's a good reason this is one of the largest financial planning companies in America and is recommended by many brokerage firms.

Misrepresentations. Innumerable commitments not kept. Our representative (partner) was unavailable,…read moreunprepared, comical in his lack of communication, professionalism, service. Completely -- Unapologetic for deficiencies. CP has a formula to make a lot of promises. Then when you transfer authority to them, they'll reinvest your portfolio. Without listening to the client. Then they'll begin assessing significant fees -- for doing nothing. Saying that their representatives and Creative Planning are fiduciaries -- I'd like to see teams of lawyers argue their lack of performance, service and misuse of that word. Very disappointed. Waste of time, money, involvement. We could not continue with CP. Relationship became painful. Find a better way.

We've been with Jim and Brett for quite a long time and have been more than happy with the service…read moreand portfolio we have. They've never steered us wrong and every time I call I get the answer I needed. We get regular emails from Lighthouse and we feel 100% comfortable with JIm and Brett.

From the owner: Rick is the founder of Lighthouse Financial Strategies, and specializes in designing customized…read morefinancial plans and managing investment strategies for families and small business owners since 2002. His professional background includes manufacturing engineering, product development, and business management. Investment Advisory Services are provided through Creative Financial Designs, Inc., a Registered Investment Advisor. Securities are offered through cfd Investments, Inc., a registered Broker/Dealer, member FINRA/SIPC, 2704 South Goyer Road, Kokomo, IN 46902 (765) 453-9600. Lighthouse Financial Strategies is not a subsidiary of nor controlled by Creative Financial Designs, Inc., nor cfd Investments, Inc. Neither Lighhouse Financial Strategies or the cfd companies offer tax or legal advice.

John and the other employees have always gone above and beyond to help. Amazing customer service…read moreand care in the work they do! Would definitely recommend

We love the team at Buttonwood Financial Group and feel so blessed to have them looking after our…read morefinancial well-being. They're incredibly responsive, they cover all the bases (the Buttonwood team has connected us to a wonderful group of other professionals - an estate planning attorney, an insurance person, a mortgage broker, a tax accountant, etc.), they simplify my life by taking on a lot of tasks so I don't have to, they're honest, they're nice people, and they really genuinely seem to love what they do, which is exactly what we want in someone we're entrusting our life's savings to. I wouldn't hesitate for a second to recommend them. They really are the best.

Tim and Mark have been my financial consultants for 30 years now. I won't trust anyone else with…read moremy finances or my father's finances. I can't say enough good things about them. They also work very will with my accountant/tax man so tax time is a breeze. If you are looking for honest people to trust your financial future to, Murdock Banner is the best I have found.

Our non-profit received a portion of someone's estate. She was a client of Murdock Banner. Rachel…read morewas so kind and patient with us as we went through the paperwork and she stayed with us until every last paper was signed and every last check had been received. Her customer service (even though we weren't really her customer) was outstanding!

This location has terrible customer service, teller wasn't friendly at all. I asked about an old…read moreaccount from 2013 & 2015 they couldn't even pull it up said I needed to call 1800 # or have the account number! They don't count your money out to you they use a money counter I like my cash Hand counted out I don't trust machines! No candy or cookies out in the lobby like community of America credit union! & Wells Fargo Bank is a KILLLLLER on fees that's why I closed all my accounts they charge for EVERYTHING literally

Super friendly people here. Great place to bank. Had a great experience here depositing a check.read more