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.

creative planning is the sloppiest firm I've ever encountered. they sold my family a "trust" then…read moremessed up every single area. our estate was stuck in pRob ate, we lost tens of thousands of dollars, and they reverted to "we can't give legal or tax advice" after they hosed us. they could not even take the time to get our names and addresses correct. and repeatedly pawned off our large account to underlings - shame and beware - made mistakes constantly then hid under the "we aren't lawyers" umbrella. Scam

We've been with Jim and Brett for quite a long time and have been more than happy with the service…read moreand portfolio we have. They've never steered us wrong and every time I call I get the answer I needed. We get regular emails from Lighthouse and we feel 100% comfortable with JIm and Brett.

From the owner: Rick is the founder of Lighthouse Financial Strategies, and specializes in designing customized…read morefinancial plans and managing investment strategies for families and small business owners since 2002. His professional background includes manufacturing engineering, product development, and business management. Investment Advisory Services are provided through Creative Financial Designs, Inc., a Registered Investment Advisor. Securities are offered through cfd Investments, Inc., a registered Broker/Dealer, member FINRA/SIPC, 2704 South Goyer Road, Kokomo, IN 46902 (765) 453-9600. Lighthouse Financial Strategies is not a subsidiary of nor controlled by Creative Financial Designs, Inc., nor cfd Investments, Inc. Neither Lighhouse Financial Strategies or the cfd companies offer tax or legal advice.

John and the other employees have always gone above and beyond to help. Amazing customer service…read moreand care in the work they do! Would definitely recommend

We love the team at Buttonwood Financial Group and feel so blessed to have them looking after our…read morefinancial well-being. They're incredibly responsive, they cover all the bases (the Buttonwood team has connected us to a wonderful group of other professionals - an estate planning attorney, an insurance person, a mortgage broker, a tax accountant, etc.), they simplify my life by taking on a lot of tasks so I don't have to, they're honest, they're nice people, and they really genuinely seem to love what they do, which is exactly what we want in someone we're entrusting our life's savings to. I wouldn't hesitate for a second to recommend them. They really are the best.

Tim and Mark have been my financial consultants for 30 years now. I won't trust anyone else with…read moremy finances or my father's finances. I can't say enough good things about them. They also work very will with my accountant/tax man so tax time is a breeze. If you are looking for honest people to trust your financial future to, Murdock Banner is the best I have found.

Our non-profit received a portion of someone's estate. She was a client of Murdock Banner. Rachel…read morewas so kind and patient with us as we went through the paperwork and she stayed with us until every last paper was signed and every last check had been received. Her customer service (even though we weren't really her customer) was outstanding!

This location has terrible customer service, teller wasn't friendly at all. I asked about an old…read moreaccount from 2013 & 2015 they couldn't even pull it up said I needed to call 1800 # or have the account number! They don't count your money out to you they use a money counter I like my cash Hand counted out I don't trust machines! No candy or cookies out in the lobby like community of America credit union! & Wells Fargo Bank is a KILLLLLER on fees that's why I closed all my accounts they charge for EVERYTHING literally

Super friendly people here. Great place to bank. Had a great experience here depositing a check.read more