creative financial designs
2704 South Goyer Road, Kokomo, IN 46902
Location & Phone number
About the Business
Creative Financial Designs is a financial institution located at 2704 South Goyer Road in Kokomo, Indiana, United States. Our team of financial planning experts is dedicated to helping clients reach their financial goals and secure a brighter future for themselves and their families.
We understand the importance of creating a comprehensive financial plan tailored to each client's individual needs and objectives. Our advisers will work closely with you to assess your current financial situation, determine your long-term goals, and recommend the products and services needed to achieve them.
Whether you need a comprehensive financial plan or a modular plan, our team can help you develop a customized strategy for financial success. We offer managed account platforms that cater to your specific situation, goals, and accounts.
With advisers located across the United States, from California to New York, we are committed to providing top-quality investment management and financial planning services to clients nationwide. Our goal is to assist our advisers in serving the best interests of their clients and helping them meet their financial goals.
If you are a financial professional or adviser interested in learning more about Creative Financial Designs and cfd Investments, please visit JoinCFD.com. You can also contact us at 800-745-7776 or investors@cfdinvestments.com for more information.
Advisory services are offered through Creative Financial Designs, Inc., a Registered Investment Adviser, while securities are offered through cfd Investments, Inc., a Registered Broker/Dealer and member of FINRA & SIPC. Our Form CRS and other disclosures are available for your reference. Contact us today to start planning for a more secure financial future.
Reviews
"Do a great job"
"Used their services for a few years but left due to their performance relative to the market and frequent errors regarding the charging of transaction fees. Just learned the SEC has now determined that CFD was breaching their fiduciary duty as it relates to mutual fund share class selection practices. Would not recommend."
"People you can trust with your future and planning for your golden years!"
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