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Creative Planning
8500 Normandale Lake Blvd 8500 Tower Suite 1070, Bloomington
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I cannot recommend Creative Planning highly enough! This past year has brought us several unexpected and very expensive events. Through all of it, Jonathon Liang has been nothing but helpful, reassuring, and supportive. He has helped keep me calm in the face of all of it. He has given us sound advice and reminded us that this is just a hiccup along the way. If you are looking for a financial planner, I encourage you to meet with the team at Creative Planning!
I can't say enough good things about Creative Planning, specifically our Financial Planner Ty Johnston. Ty has assisted us in confidently planning for retirement and assists us with our big picture finances. Ty can answer any question we can throw at him, and is a trusted resource for all of our financial endeavors. We plan to continue to work with Creative Planning and will add additional services, such as a trusted CPA.