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Creative Planning
11325 North Community House Road, Charlotte, North Carolina, United States
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About the Creative Planning
Creative Planning is a leading finance institution located at 11325 North Community House Road in Charlotte, North Carolina. As the No. 1 Independent Advisory Firm, we offer comprehensive and customized wealth management services to clients across the globe. Our team of wealth managers in the Charlotte area are dedicated to helping you achieve your financial goals and provide you with financial peace of mind. By agreeing to provide us with personal information, you can rest assured that we will not share it with any third party. Contact us today to schedule a free, no-obligation consultation and start your journey to a richer way to wealth.
Photos of Creative Planning
11325 N Community House Rd #125, Charlotte, NC 28277, United States
Opening hours of Creative Planning
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Creative Planning
"We have had a great experience with Creative Planning! They’ve come up with a cogent financial plan for us. Both Mike Croce and Kyle Bernstein are competent, knowledgeable, and responsive - simply fantastic. Creative provides comprehensive services tailored to our needs and they consider the whole picture, not just investments. Best of all, they seek to educate and actually adhere to the plan created. We’ve been beyond pleased with Mike, Kyle, and the entire Creative Planning team. We only wish we had started working with them sooner!"
"Creative Planning is an outstanding firm that can conduct a thorough analysis of retirement planning, estate planning and planning for major life events such as funding your children’s college education. They plan for the long term and have a very strong focus on the needs of their customers. They don’t make money from selling products - they win when you win. Cindy and Jason have been great to work with and I’m looking forward to working with them for many years."
"My wife and I have been clients of Creative Planning for nearly five years. We received a recommendation from a friend to speak with the Creative Planning Team in Charlotte - Jason Young and Cindy Ghattas. As a fiduciary, Jason and Cindy took the time to understand our current financial situation and risk tolerance. Their tools make the financial planning process easy to comprehend and keep clients on track to achieve financial independence. If you are disorganized in your finances, Jason and Cindy will help sort that out. If you think you are organized, they can take you to another level. Working with Jason and Cindy is an on-going process. In addition to monitoring our portfolio, they have provided excellent advice on Tax Planning, Risk Management, Business Planning, Estate Planning, Education, Debt Management, and Security. Periodic check-ins with Jason and Cindy not only highlight success but also illuminate areas for adjustment and attention. Creative Planning's corporate team can assist with Estate Planning and Tax Preparation, as well. We have found the company's attorneys and tax professionals to be accomplished, extremely competent, and customer-focused. We would whole-heartedly endorse and recommend Creative Planning as a Financial Planning partner. For those in the Charlotte, North Carolina area, you won't find a more dedicated team than Jason Young and Cindy Ghattas. They will treat you like family and look out for your best interest each and every day. Gerd and Valerie Ballner"
"Highly recommend the Creative Planning Charlotte team (Jason Young and Cindy Ghattas). Their expertise in portfolio management and financial planning is second to none. We have been working with this advisory team for a while now, and they are always on top of their game. They work in tandem to ensure that our portfolio is in line with our financial planning. We appreciated how well prepared they are with updates and/or recommendation for our meetings. They take time to listen to our needs/concerns and provide feedback accordingly. If you need any help with your wealth management, give them a call !!!"
"Timely in their responses to any question we have, Cindy Ghattas and Jason Young at Creative Planning listen to our needs and concerns, and guide us to wise investment decisions. They don’t talk “above” us; they take time to explain the nuances of the markets and how to navigate them to our advantage. They bring services to the table that make estate planning seamless and provide peace of mind. A Living Trust is essential for every family. At Creative Planning, they have a full legal team to make it happen. During the height of the Covid pandemic, retirement came quickly, and we had to get our investments and estate in order. Jason, Cindy, and their whole team jumped hoops for us to expedite the process. We love them for it. Cindy and Jason are personable, kind, real people who are also professional ¬ there’s an ease in our discussions which promotes trust. They say they will do something, and they do it. Their follow-through is impeccable. In the face of market instability and world events, they remain centered and reassuring while pragmatic. If you’re looking to find a financial plan that achieves your expectations, Cindy and Jason and the Creative Planning team will rise to meet your goals. We feel so fortunate."
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