I have been with Creative Planning for almost 7 years now. They have helped me build my 5 year, 10…read moreyear, and lifetime plans for retirement. They manage two of my IRA's. They have exceeded my expectations for a financial advisor and I am excited to continue doing business with them for my financial future. All of these other 1 and 2 star reviews do not reflect my experience with Creative Planning.

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.

I'm a really big fan of Fidelity!…read more We needed to have some one on one time with a financial advisor. I found Brenda on their website and made an appointment with her at our first available. My wife and I both liked Brenda and the way that we were treated at the office. It's a very nice new office and the receptionist is excellent as well. We were curious about a few things for our retirement planning and Brenda helped us quite a bit. She was very kind and generous with her time, and answered all of our questions. We feel that we are on the right track and that piece of mind is invaluable. I highly recommend Fidelity.

No one should EVER have to sit on hold for over an hour to discuss THEIR OWN MONEY. Terrible…read morecustomer service making someone wait when YOU ARE HANDLING THEIR MONEY. I am beyond irritated. Enough to move all my accounts somewhere else that will not leave me on hold for an unreasonable amount of time. Totally unacceptable.

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.

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

Horrible !! They take money from your account before it's due, they admit to doing so. They do…read morenothing to fix it their mistakes . The staff is horrible , errors and rude . Go elsewhere ‼

From the owner: Larson Financial Services, Inc. can assist you with the following:…read more Products and services include: Retirement Planning College Planning and Funding Brokerage Accounts, Mutual Funds and Investments Annuities and IRAs Life and Long-Term Care Insurance Income Tax Reduction Strategies and Coordination Debt Management and Trust Services Estate and Legacy Planning Your Team of Experts Larson Financial Services, Inc., opened its doors to clients in 1999 with a goal of helping people protect their assets and retire happy. The firm was founded by Doug Black, and named after Doug's maternal grandfather, CA Larson, who served as a sound role model for his family for many years.

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