I have been with Creative Planning for almost 7 years now. They have helped me build my 5 year, 10…read moreyear, and lifetime plans for retirement. They manage two of my IRA's. They have exceeded my expectations for a financial advisor and I am excited to continue doing business with them for my financial future. All of these other 1 and 2 star reviews do not reflect my experience with Creative Planning.

Misrepresentations. Innumerable commitments not kept. Our representative (partner) was unavailable,…read moreunprepared, comical in his lack of communication, professionalism, service. Completely -- Unapologetic for deficiencies. CP has a formula to make a lot of promises. Then when you transfer authority to them, they'll reinvest your portfolio. Without listening to the client. Then they'll begin assessing significant fees -- for doing nothing. Saying that their representatives and Creative Planning are fiduciaries -- I'd like to see teams of lawyers argue their lack of performance, service and misuse of that word. Very disappointed. Waste of time, money, involvement. We could not continue with CP. Relationship became painful. Find a better way.

Fair dealings and real results…read more I had a few issues on my credit report which needed to be taken off, I had earlier signed up with Lexington law - where they charge a flat fee even if there are no results. But with Credit Law Center, they charge only if they achieve the results - there is no push to sell, and very fair and straightforward to deal with. And also more personable to deal with since there is an individual assigned to your case whom you can reach out to anytime you want. I was working with Kayla who was really good to work with.

Please note! Do your research !!! You may get your settlement money, but you are on the hook for…read morethe entire amount they receive for your claim. Example: If your claim is $10,000, if legal fees are $8,000 and you received $2,000, the 1099 you will receive is for the total amount of claim or in this example $10,000. You will pay tax on the entire amount of $10,000, not $2,000. I got hit with a nice tax bill I wasn't expecting. I'm not a tax CPA, but I wish I were as this wouldn't have happened. I hope this post will help others with their decision making process.

Amanda is the BEST! She was so patient and helpful. Finances are not my favorite thing to deal with…read moreand she made everything so easy to understand and she's just really good at what she does. Highly Recommend!

I have been a client of David Jackson since 1995 representing Waddell & Reed and LPL Financial…read more David has been a stellar Certified Financial Advisor for me and my family. He has always given me great advice and recommended the appropriate investments based on my tolerance level. Modern Horizon's Team: Amanda Campbell, Edwina and Bridget Jackson are true knowledgeable professionals and have always provide excellent customer service and follow through. I highly recommend them for your investment needs! Adrian T.

Ben and his team are awesome. Highly responsive always and very willing to educate and unpack…read moreanything with your coverage

I can always count on Brush Creek Partners to provide top quality service to me and my family. I…read moresleep easier knowing that Ben is just a phone call away if I ever need anything.

We called to make an appointment to get some information switched over and to order a few cards and…read morecheckbooks. This isn't normally the kind of place that I leave reviews for, but for what we needed we had a good experience here. The only issue was that I had a meeting at noon, we got there at 11:00 and they weren't ready for us. We ended up getting things taken care of before my meeting but it was scary! The secretary was very nice and the banker giving us info knew his stuff!

been trying to open an account with this place for a week in order to invest in a CD. they said we…read morehad to create an account online then wait for an appointment to go into the office, but failed to tell us which type of account. my husband called the 800 number find out, they said just go to the office, don't need an account or appointment, and they'll handle it for you. my husband drove across town to the office and they said he had to go online and create an account before they could even talk to him. he didn't take his laptop with him, so he couldn't do it. he asked if they could just tell him the current CD rates. No, they couldn't. SERIOUSLY? he had taken the time and trouble to drive to the office, was standing IN the office, and they couldn't tell him the rates??? she gave him a card and said he'd have to call that number to find out. charles schwab is evidently not looking for business, which is good because they're not getting ours.

Aline has really improved my credit so far from a 520 to a 600 and helped me to understand how to…read morebe smart with my finances. I was always skeptical about credit repair companies before but I know Aline is really the truth. Kiera really cares about me and my wants and has even helped me plan out my future goals. Book a consultation!!!!

I am very grateful for the work done by Chris. If you're in need of accounting or tax help. I think…read moreyou'll find this company to be what you need.

I have utilized the services of Bellwether Tax and Accounting for a number of years for both…read morepersonal and business tax services, and I recommend them highly. Their strong knowledge base, professionalism and responsive communication make them a reliable and trusted resource.

If you are looking for an honest hardworking financial advisor, Jarod is your man. He is committed…read morein what he does and puts his clients first. I would recommend using Jarod for all your financial planning.

Jarod truly DOES make sense of investing! His easy going manner makes a complicated subject seem…read moremuch less complicated. I am so happy we switched our investments to Jarod. Give him a call - you won't be disappointed!