Creative Retirement Planning - Hauppauge, New York
Address: 1300 Veterans Memorial Hwy # 140, Hauppauge, NY 11788, United States.
Phone: 5166279696.
Website: creativeretirement.net
Specialties: Financial institution.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, On-site parking.
Opinions: This company has 4 reviews on Google My Business.
Average opinion: 4.3/5.
📌 Location of Creative Retirement Planning
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Creative Retirement Planning: A Guide to Secure Your Future
Creative Retirement Planning stands out as a specialized financial institution dedicated to helping individuals secure their retirement through tailored investment strategies. Located at 1300 Veterans Memorial Hwy # 140, Hauppauge, NY 11788, United States, this company offers a unique blend of expertise, accessibility, and personalized service. With a strong commitment to client satisfaction, evidenced by its 4.3/5 average opinion on Google My Business, Creative Retirement is a name that resonates with trust and reliability in retirement planning.
Key Features:
- Expert financial advice tailored to individual retirement needs
- Wheelchair-accessible facilities including parking and entrance
- In-depth financial planning sessions with no high-pressure sales tactics
- A dedicated team led by Jack Parrott, known for his expertise and approachable demeanor
- Online resources and a user-friendly website for further information
Location & Accessibility:
Nestled in Hauppauge, New York, Creative Retirement Planning is easily reachable for those in the vicinity. The office is equipped with wheelchair-accessible car park and wheelchair-accessible entrance, ensuring that clients of all mobility levels can visit comfortably. Furthermore, the establishment provides on-site parking, making it convenient for those who drive.
Services Offered:
Creative Retirement specializes in providing comprehensive financial planning services with a focus on retirement. Their services include, but are not limited to, creating customized investment portfolios, offering financial education, and providing ongoing support to ensure clients' retirement goals are met. With a background in the financial industry, the team at Creative Retirement is equipped to handle a wide range of retirement planning needs.
Client Testimonials:
Client satisfaction is a cornerstone of Creative Retirement's approach. One long-standing client praises the expert, sound advice provided by Jack Parrott and his team over more than two decades, highlighting the absence of any pressure tactics and the thorough explanations of investment details. Another satisfied client notes the informative and helpful nature of meetings with Mr. Parrott, who communicates in a way that is easily understood and instills confidence in investment decisions.
The tone and language used by the staff are described as strong yet non-pressuring, with clients feeling more informed and empowered rather than coerced. These testimonials underscore the company's commitment to building lasting relationships based on trust and mutual understanding.
Contact Information:
For those interested in seeking guidance or simply wanting to learn more about Creative Retirement Planning, the company can be reached at Phone: (516) 627-9696 or visited online at creativeretirement.net. The company's website serves as a valuable resource for prospective clients, offering detailed information and a way to initiate contact.
Specialties and Expertise:
As a financial institution with a penchant for retirement planning, Creative Retirement excels in providing strategies that help individuals achieve financial security in their golden years. With a deep understanding of financial markets and a client-centric approach, the team is well-equipped to navigate the complexities of retirement savings and investment.
Conclusion
Overall, Creative Retirement Planning emerges as a trusted advisor in the realm of retirement financial planning. With its commitment to personalized service, accessibility, and proven track record, it stands out as a reliable choice for those looking to secure their future. Whether you're just beginning to plan for retirement or seeking to refine your existing strategy, Creative Retirement offers the expertise and support needed to make informed decisions.
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