Awesome experience today with Scott at CGN! He listened to me and clearly answered every single…read morequestion! He helped untangle the financial web I felt strangled by! He spent 2 hours helping me determine exactly what my situation needed! He's definitely top notch in my book! As soon as I do my homework, I'm definitely entrusting my future investments in his capable hands!

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 can't say enough about Jim. By day a financial advisor, by night a personal trainer! He has…read moremore compassion in his little finger than most small towns.

From the owner: Our Financial and Insurance Practice offers retirement income planning, financial planning,…read moreinvestments, legacy gifting, educational savings plans, life insurance, disability insurance, long term care insurance.