Creative Financial Planning, Inc. - Nyack, New York

Address: 101 S Broadway, Nyack, NY 10960.
Phone: 56346050.
Website: creativeplanners.net
Specialties: Financial planner.
Other points of interest: Identifies as women-owned, Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Wheelchair accessible seating, Gender-neutral restroom, Restroom, LGBTQ+ friendly, Transgender safespace, Appointments recommended.
Opinions: This company has 3 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Creative Financial Planning, Inc.

Creative Financial Planning, Inc. 101 S Broadway, Nyack, NY 10960

⏰ Open Hours of Creative Financial Planning, Inc.

  • Monday: 8:30 AM–5:30 PM
  • Tuesday: 8:30 AM–5:30 PM
  • Wednesday: 8:30 AM–5:30 PM
  • Thursday: 8:30 AM–5:30 PM
  • Friday: 8:30 AM–5:30 PM
  • Saturday: Closed
  • Sunday: Closed

Creative Financial Planning, Inc.

Address: 101 S Broadway, Nyack, NY 10960

Phone: 56346050

Website: creativeplanners.net

About Creative Financial Planning, Inc.

Creative Financial Planning, Inc. is a reputable financial planning company located at 101 S Broadway, Nyack, NY 10960. They are dedicated to providing personalized financial planning services to help their clients achieve their financial goals. The company is owned and operated by women, and they offer online appointment scheduling for added convenience.

Their office is equipped with a wheelchair accessible entrance, parking lot, restroom, and seating, as well as a gender-neutral restroom, demonstrating their commitment to accessibility and inclusiveness. Additionally, Creative Financial Planning is known for its LGBTQ+ friendly and transgender safe space environment.

Specializing in financial planning, Creative Financial Planning, Inc. takes a customized approach to map out their clients' goals and work towards achieving them. They believe in offering personal service focused on their clients' success rather than simply selling products.

With a team of competent and caring professionals, Creative Financial Planning, Inc. provides great communication and personalized service. They have been highly recommended by their satisfied clients, many of whom have referred their friends and family to the company. The company's success is tied to the success of their clients, making them a trusted partner in financial planning.

One client shared, "Creative Financial Planning is a good alternative to using a high cost, large brokerage." They appreciate the personalized service and customized financial plan that aligns with their goals. Another client expressed their satisfaction with the company, saying, "I've recommended them without reservation to many of my friends. We're very happy with our partnership with them."

With an average rating of 5/5 based on 3 reviews on Google My Business, Creative Financial Planning, Inc. has proven to be a reliable and client-focused financial planning company.

Other Points of Interest

  • Identifies as women-owned
  • Online appointments
  • Onsite services
  • Wheelchair accessible entrance
  • Wheelchair accessible parking lot
  • Wheelchair accessible restroom
  • Wheelchair accessible seating
  • Gender-neutral restroom
  • LGBTQ+ friendly
  • Transgender safe space
  • Appointments recommended

👍 Reviews of Creative Financial Planning, Inc.

Creative Financial Planning, Inc. - Nyack, New York
Adam L.
5/5

Creative Financial Planning is a good alternative to using a high cost, large brokerage. They provide personal service focused on providing a customized financial plan that maps to their clients goals rather than simply selling you insurance and securities. They feel that their success is tied to the success of their clients.

Creative Financial Planning, Inc. - Nyack, New York
Jim R.
5/5

personalized service by competent and caring professionals with great communication - what more could you ask for? I've recommended them without reservation to many of my friends. We're very happy with our partnership with them.

Creative Financial Planning, Inc. - Nyack, New York
giancarlo B.
5/5

This company is committed to your success. They don’t win unless you win. Great way to run a business. 100% client focused!!

I highly recommend!!

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