Creative Planning and the people that are Creative Planning have had my best interests in mind from day one. I was matched up with a broker that I work well with and always makes me feel like I am a part of the equation which is important to me. At the same time I don't have to concern myself with the day to day dealings and I know everything is being done to make my money work for me.
September 2024
Enjoy sitting with my advisors personality or by phone . Full of great information. Answers any questions I may have. Explains where I'm at now financially and what steps in need to take to get to where I want to be. So far they have been spot on. We love where we are at and where we are going.
August 2024
I have had plenty of positive experiences working with many advisors at Creative Planning, but have really enjoyed working with Jacki O'Hern in Omaha. She is very clear when explaining what she's done with my accounts, what the plans are, and next steps to make sure I understand all of it. Really an excellent advisor and partner in my financial situation and future. She is very friendly and happy to answer questions.
Creative Planning and the people that are Creative Planning have had my best interests in mind from day one. I was matched up with a broker that I work well with and always makes me feel like I am a part of the equation which is important to me. At the same time I don't have to concern myself with the day to day dealings and I know everything is being done to make my money work for me.
Enjoy sitting with my advisors personality or by phone .
Full of great information.
Answers any questions I may have.
Explains where I'm at now financially and what steps in need to take to get to where I want to be.
So far they have been spot on.
We love where we are at and where we are going.
I have had plenty of positive experiences working with many advisors at Creative Planning, but have really enjoyed working with Jacki O'Hern in Omaha. She is very clear when explaining what she's done with my accounts, what the plans are, and next steps to make sure I understand all of it. Really an excellent advisor and partner in my financial situation and future. She is very friendly and happy to answer questions.