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.

I recently connected with Lisa of Clear Springs Wealth, to explore business banking options. She…read morelistened to every detail I shared, and asked clarifying questions, to ensure the recommendations she provided to me actually met my needs. I learned so much in the brief amount of time I shared with her. She has many helpful resources, a very helpful blog, and is someone I recommend connecting with if you have a financial question or need.

From the owner: Clear Springs Wealth helps busy professionals (especially women!) build wealth and create more life…read moreoptions through thoughtful planning and investing. Fast Track to Financial Freedom, a 1-on-1 partnership over 12 weeks to change the course of your financial future Includes: - 1-on 1 live phone support in transferring and/or setting up accounts - 1-on-1 guidance with on-line planning tools - A clear investment strategy with quarterly re-balancing and annual updating - A 2-page personalized financial plan to get you to your future goals, including specific action steps and annual updates.

I was in the market for some term life insurance for the family. How many of you are sick of the…read more21st century customer service where you can't shake someone's hand and look them in the eye and actually talk to a human on the phone? I am! They had contacted me as I had some of their products previously and asked if I wanted to make any updates. Indeed I did! I talked at length with them over the phone and email and then scheduled an appointment to come in. I was greeted by the front-desk with a smile and offered coffee. I wasn't waiting long before Chris Ellman greeted me with a handshake and brought us into his office to talk options. If you've ever been in the market for life insurance before, it's has many complex and exotic products. I left far more educated on what they have to offer. After two meetings in person, we signed our John Hancocks and were satisfied with the customer service we received. On a side note, Chris chatted with us about our backgrounds and his and learned that we are looking to sell one of our cars. He asked permission to pass that around and within a few days one of his friends called me to check out the car. He really goes out of his way to make the business transaction personal. Thanks, Chris!

Joshua Schumm is so kind, patient and knowleadgeable. He has guided me in a financial plan that I…read moreknow will change my financial future.I believe the tools and lessons Iam receiving from this financial coaching is the foundation I need for financial wealth and prosperity. Joshua is amazing

From the owner: Spend well, give generously, live a worthwhile life! Transform your future!…read more Transformational coaching! Biblical, life-changing help! Gain real, actionable insights. Make a realistic, solid plan. Achieve the freedom you want. More than just a numbers/budget session. 10 Years & Hundreds of Client Transformations! Break through! If you want to take control of your future and achieve your dreams, invest in yourself with a coach. A coach helps you with your money mindset and how you behave with your money. Take control of your situation. My clients realized $2 million in debt paid off or cash saved in 2020 alone (even with COVID). Businesses average over $100,000 of net income improvement in the first year. I help businesses become profitable (or way more profitable). Stop working so hard with nothing to show for it. Get help today & take control of your business results!

we have used them for a couple of month now and we are blown away with their customer service and…read moreproduct offerings. Can't say enough good things about them.

Trying to raise credit on my brokerage company for years now with RTS. Been in business for 4 Years…read morenow. We pay invoices to them directly every month. Shown proof of payment to them as well. Called every 2 days for 2 weeks straight to raise my credit limit. Mind you the same person answers everytime and acts like a different person. Im asking what the status is she cant give me an update. They first ask me if i sent them an email. i ask them what the email is she tells me its an internal email and she cant give me that ( so why the fuck are you asking me if I emailed them??)) I told her that your team has told me that they have opened a ticket already multiple times. I asked them why has nobody reached out then and she still doesn't have an answer. i ask her to transfer me to the person who has been opening our tickets she said he's on vacation now for 2 weeks (LMAO BULLSHIT) Reached out again spoke to another agent and they straight up told me "ANOTHER REASON IS BECAUSE OF YOUR RACE AND THE AREA YOU ARE IN" Internal team is a bunch of European/Indians who dont know a thing about trucking. EVERY AGENT IS RUDE, INTERRUPTS YOU AS YOU ARE EXPLAINING YOUR SIDE OF THE STORY BUT GOD FORBID YOU CUT HER OFF WHILE SPEAKING, SHE THREATENS TO HANG UP ON YOU. GET OUT OF YOUR EMOTIONS AND DONT DISH IT IF YOU CANT RECEIVE IT. Don't let these crooks control your money and tell you who you can and CANT work with. Nobodys bigger than the program

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.

If you need someone to help you navigate your future with investments, savings, taxes, social…read moresecurity, RMD's and more you will truly find peace with Leslie Davis and her team. We could not be happier with the plans and results of the planning she provided for us. She takes all of your information and pulls together a comprehensive and complete path to financial freedom into the far distant future. The staff is responsive and supportive, Leslie has been a dream to work with so much so we brought 3 other members of our family to her as well. Everyone is pleased! Do yourself a favor and stop talking to investors only, you need the complete picture for wealth management with True Peace.

From the owner: True Peace Financial Solutions is dedicated to providing tailored insurance and financial services…read moreto clients throughout the greater Kansas City metropolitan area. By getting to know your unique situation, we can create customized plans for helping you reach the financial goals you've set for retirement, legacy and living.

We had a frustrating experience with our previous accountant. Communication became very poor,…read moredeadlines and follow-through were inconsistent, and several items in our books remained unfinished despite repeated requests for updates. We also experienced penalties and additional stress due to mistakes that we felt should have been avoided. When we asked for clarification on completed vs. incomplete work and discussed reimbursement for unfinished services, communication largely stopped. We had hoped for a more professional and proactive experience. Unfortunately, we ended up needing to seek help elsewhere to get our records cleaned up and organized.

I recently needed to contact this company. I was shocked to actually speak to a live person…read more 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.

From the owner: Our wealth management advisors in TIAA's Overland Park, KS office are available to help clients…read moreachieve their financial goals by planning for lifelong income, saving for retirement, and making smart investment decisions. Financial advisors are available by appointment to help provide lifelong financial well-being for our clients. Call today to schedule an appointment (866) 842-8604.