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

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

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!!!!

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.

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.

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.

I can't even begin to thank Kristen enough for all the help she's provided me. I was in such a bad…read moreplace with credit card debt and starting up my own small business and I didn't know who to turn to. In 2 months, she completely reorganized my financial life. On top of that, she truly cares about her clients and realizes money affects every aspect of our lives and not only is there to improve your financial situation but she honestly helped improve my whole life! She is a wealth of knowledge and taught me so much. She exceeded every expectation and is highly recommended.

From the owner: Money coaching, personal finance, mobile notary publicread more

Mike Davis is a fraud. Paid him $2000 for him to correct my credit and also provide me with…read moreresources to get my business credit score up. He never provided me with documentation showing any work being done on his end. Save your money and don't waste your time.

Mike was someone I thought I could trust. He convinced me into signing up with him knowing I was…read moreshort on rent, he offered to help pay up to 3 months so I signed up with him, & paid $500. to find out he wrote a bad check to began with. He never not kept me updated about my status for getting my credit right, no paper work or nothing from his end. I asked for my money back but he just will not do that. I am truly upset.

I have been with Mrs. Hutcheson since I moved to Kansas City from Washington, DC. I have found her…read moreto be a very intelligent, personable, professional, and we have become very good friends. She has provided me with many exceptional contacts in other aspects of my life that have been of value from mortgage loans to accountants. I have referred her to friends and all like and respect her opinions. Well worth working with and building your own financial security.

All I can say is Trust me stay away. I must say allegedly she is all about the commission lied to…read moreme told me she would pay 500 for transfer fees from Ameriprise when I transfered never paid but 50 dollars sold my stocks without permission lied all the time I complained wrote letters to the home office no reply. Stay away from her plz