Creative Financial Planning
Financial Services - N/A, NY, US
Creative Financial Planning Employees
Creative Financial Planning Senior Management
Creative Financial Planning Details
Creative Financial Planning is a whole-service, independent financial planning firm located in the heart of Nyack, New York. With a combined experience of 35 years in the financial planning and wealth management industry, our approach to financial planning is founded in our passion to connect with people who are looking to accumulate, grow, and protect their wealth. Once we've learned our clients' story, analyzed their cash-flow, and assessed their risk tolerance, we provide a custom-tailored financial plan that can help achieve the results they're looking for.Because we work with a select number of clients, we are able to focus our attention on—and listen to—each and every one of our clients' unique needs and concerns. This allows us to create strategies and take a proactive approach that helps our clients feel confident in trusting us with their financial life. Plus, as a fee-based firm, we avoid charging commissions, so we only succeed when our clients succeed. That is why we work diligently, strategically, and passionately on every account that we manage. No matter what chapter of life a client is in—recently married, raising children, saving for a business endeavor, or planning for retirement—we create plans that help turn financial dreams into a reality.This communication strictly intended for individuals residing in the states of AL, CA, CT, DC, DE, FL, GA, IN, MA, ME, NC, NJ, NY, OH, PA, RI, SC, TN, TX, VA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network, Member www.finra.org / www.sipc.org, a Registered Investment Adviser. Fixed insurance products and services offered by Creative Financial Planning, Inc. | 101 South Broadway | South Nyack, NY 10960 | (845) 634-6050Please review our Terms of Use here: www.commonwealth.com/termsofuse
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