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

Bank will not let you deposit cash in a personal bank account. literally the dumbest thing I've…read moreever seen. Arrogant obnoxious branch manager.

I have been informed that my on-going tax preparation business is not enough for MWM to continue…read moreconsidering me as a customer, even though they emailed me an engagement letter for the 2025 tax year. This disengagement in our professional relationship is quite a surprise and comes way too late in the tax season. It's further a disappointment considering the years I have worked with this organization.

From the owner: At Modern Wealth Management, our goal is to reimagine the delivery of financial advice. We are…read moredesigned to anticipate the needs of Americans at every stage of life by providing a full suite of wealth management services. The Modern Wealth Management team is built with experts specializing in financial planning, tax planning and preparation, risk management, estate planning, and more. Providing our clients with the confidence that they're doing the right things with their money, the freedom from financial stress, and the time to spend doing the things they love is what we care about. Confidence, freedom, and time.

I had a FANTASTIC wealth manager Josh Morales! I had just started building an additional retirement…read moreplatform through my business and he was very knowledgable and I was very pleased with my returns. Unfortunately, I cannot say the same for THE RETIREMENT PLANNING GROUP as an investment company goes. They fired my advisor and while he was kind enough to inform me I never heard a peep from THE RETIREMENT PLANNING GROUP. Not knowing how to proceed and wrongly assuming they would contact me assigning a new manager I was recently greeted with this sterile little form letter. Letting me know in effect they were cutting me loose 2 DAYS prior to the post mark on the envelope (photo attached) . My suggestion to anyone considering having THE RETIREMENT PLANNING GROUP touch your life's savings is to consider the integrity and lack of basic customer service they have shown. In my opinion they don't want to help little fish grow their portfolios they only want big fat whales, they're easier. The problem with that is, if everyone is a whale what makes you as a customer special?

We have used RA Tax for years on our taxes. This year we were ghosted, numerous emails and…read morevoicemails left to get our taxes done. No return emails or calls. We were left to scramble to find someone who could do our taxes! Not good for business at all.

They are very disorganized, condescending, and charge a lot for their tax filing service. I am in a…read morevery busy season of life and took my taxes there so I didn't have to think about it. It would have been less of a hassle to just do my taxes myself. I had to leave meetings and jobsites early just to get to their office before closing, to work out all the problems they caused while filling my taxes. I had to go there 4 times after dropping my paperwork off on day 1. They messed up even something as simple as getting a number wrong on my social. I asked for a partial refund for all the frustration and money/time I lost to help fix their mistakes. If you want your taxes and booking done right, don't go here for that