Creative Planning is a nationally recognized financial advisory and wealth management firm offering a wide range of services tailored to individuals, families, and businesses. Specializing in comprehensive financial planning, the firm brings together wealth management, investment strategy, tax planning, and estate services under one roof to ensure holistic client support. With a fiduciary commitment, Creative Planning operates independently, meaning its advisors are not incentivized to sell proprietary products, allowing them to prioritize client interests.

In the New York Tri-State area, Creative Planning serves a diverse clientele including high-net-worth individuals, executives, and professionals. The firm is notable for integrating tax and legal planning into its wealth management process, offering clients deeper insight and cohesive strategies for their financial lives. Additionally, Creative Planning has a strong national presence, with a team of credentialed professionals, including CFPs, CPAs, attorneys, and insurance specialists, working collaboratively to address complex financial situations.

Their client-centric approach is enhanced by a transparent, fee-only structure and personalized service that reflects a deep understanding of long-term wealth preservation. Creative Planning also engages in financial literacy initiatives and believes in giving back through philanthropic efforts nationwide.

Website: https://creativeplanning.com/locations/new-york-tri-state-area/

Key Services:

– Comprehensive financial planning
– Investment management
– Tax strategy and planning
– Estate planning and trust services
– Retirement planning
– Risk management and insurance analysis
– Business and executive financial planning
– Charitable giving and philanthropic advising