Creative Planning

"Their comprehensive and proactive approach brought a level of organization to the planning for the future I had no idea existed and will help you rest easier. Jim Ciarmella and his team are exceptional professionals, great to deal with and explain things in plain English. My life and future are better because of them."

"I have always taken personal pride in my ability of good judgement and character in others. This has been proven paramount during my successful career. Several years ago when I had the pleasure to meet Mr. Jim Ciarmella ,this ability did not fail. As Jim was quickly able to grasp, I have many attributes and specialties, financial planning not being one of them... Jim has been a godsend in this regard. His ability to grasp our personal situation, lifestyle and future needs has been outstanding. His success with us cuts to his personal ability to understand who he is working with, there shortcomings and his ability to translate this to where we are able to comprehend. Most times (: I must also give a shoutout to The Creative support team. Everyone Jim has had us in contact has been very helpful and supportive. You just feel the respect and pride with the interaction and specialties of most all that are involved. Mr. Mallouk, thank you for what you have created and for having such a professional as Mr. Jim Ciarmella as an intricate part of the Creative team. Someday I would be honored to meet you and shake your hand. Best regards, Robert & Lorraine Jay"