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    Merrill Lynch

    5.0 (1 review)
    Closed 8:00 am - 4:30 pm

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    5 years ago

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    CreativeOne

    CreativeOne

    (1 review)

    CreativeOne isn't really a financial advisor. They work with financial advisors and they are the…read morebest at it. Any digital marketing or creative services needed for inusrance agents and financial advisors they can crush!

    From the owner: CreativeOne is an independently owned insurance wholesaler focused on helping agents and financial…read moreadvisors increase their life insurance and annuity business. Since 1984, CreativeOne has partnered with annuities, life insurance and securities producers to help them find the best products for their clients, market their services, and reward their hard work and dedication. CreativeOne strives to offer the best producer experience in the industry. Your calls will be answered by a live voice. Your business will be handled by a single dedicated team. We will also assist you with: Case design and development, Carrier appointments, Processing, In-force service, Administration services, New business, Commissions, Illustrations, and Training/education requirements. Producers choose to partner with us because of our commitment to delivering unparalleled service to each individual with whom we do business. From our ability to uncover solutions to our innovative training programs, the Creative team has the marketing knowledge, expertise and drive to help affiliated agents build their credibility and boost their bottom line. With hundreds of products from dozens of carriers available, our consultants have the answer for even your toughest questions. Call us today to discover how we're making a difference.

    Bukaty Companies - Proud to be among the Top 5 independent health insurance brokers in the greater Kansas City area. (Kansas City Business Journal)

    Bukaty Companies

    (1 review)

    In Dec 2019 I was quoted by Jeff Walstrom $775 for health ins. for the 2020 year. I agreed to the…read morepolicy and enrolled in auto debit for the pmts. In Jan of 2020, I received an email from Jeff Walstrom stating my ins. would go up to $910 a month effective Feb 1, 2020. I complained and reminded him he quoted me less than 30 days ago, so he agreed to honor the $775 price through May of 2020. In May of 2020, I was charged 910.00 which was not supposed to happen until June of 2020. Then in June of 2020, I was auto debited $1035 without any notification from Jeff Walstrom or BCBS. I emailed him several times and sent him a copies of the rate sheet he provided. Jeff stated the rates increased again in June and the rate sheet was now expired. Now I am paying over $1035 a month for a policy that was originally quoted at $775. My rate was increased of $261.76 in 6 months. I also never approved the auto debit amounts to raise or be changed without my knowledge, so I am filing a BBB complaint. Jeff Walstrom is not a good agent, nor is he good with communication, nor does he follow-up on anything. He quotes you and enrolls you into auto debit, then takes more money that he is supposed to. CHECK YOUR AUTO DEBIT if you have a policy with him.

    From the owner: Our clients derive their greatest benefit from our vast industry knowledge, experience and the…read moreextensive list of value-added services that we provide. Our growth model is founded on the premise that a strong partnership will ultimately provide our clients with the best long-term solutions. Bukaty Companies is comprised of five separate but integrated divisions. Employee Benefits - Group, medical, life, dental, vision - Individual coverage - HR Concierge Desk - Worksite products - Medicare supplements - HR consulting - Wellness programs - Compliance support HR Consulting - Retainers - Special projects - Training - Recruitment Benefit Administration - Flexible Health Account (FSA) - Health Savings Account (HSA) - Health Reimbursement Arrangement (HRA) - COBRA Administration Payroll & Accounting Services - Payroll Administration - HRIS administration - Accounts payable - Bookkeeping - Monthly closing - Management reporting - Time and attendance - Billing and accounts receivable - General accounting - Financial statements - External audit preparation Retirement Plan Services - Retirement plan consulting - Due diligence - Fiduciary services - Wealth management - Compliance Property & Casualty - Property - Business Auto - General liability - Surety bonds - Workers' compensation - Home/auto

    Merrill Lynch - financialadvising - Updated May 2026

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