Creative Financial Group

"We have been with Creative Financial for a year and a half after attending one of their retirement seminars and have been thoroughly satisfied with their service. Brian Quick, our financial advisor, has been great to work with providing excellent tax and growth strategies. We feel confident with the advice we have been given and highly recommend them. A bonus has been how professional and friendly Brian has been throughout the process. If you’re looking for a good financial company, look no further than Creative Financial."

"Me and my wife have been clients of CFG for several years now, ever since attending one of their seminars. We have been working with Brian Quick and have found him and the entire office staff to be very knowledgeable, friendly, and helpful throughout that time. Brian takes all the time we need to help us understand all of our questions and we have never felt any pressure to make changes or investments we weren’t comfortable with. In general he gets us old people and i highly recommend CFG to everyone. We can’t thank them enough!"

"Creative Financial Group does a fantastic job of looking after your complete financial welfare. I just completed their annual overview of portfolio and plan for 2024. Brian Quick does an excellent job of creating a family forward relationship."

"We are long time clients and have always been pleased with the results we’ve gotten from long term planning with Kurt and John. Nowadays, Brian handles our portfolio and is a joy to work with and also very responsive. In our most recent visit, his presentation with the new projection program was incredibly enlightening and encouraging. We can’t recommend the CFG team, enough."

"Had a series of meetings with Andrew, super nice guy! This really helps me understanding my unusually complicated financial picture. But moreover, the software they use is super dynamic in forward looking expectations. While I’m still uncertain (learning as I go) the direction to take, I can safely say that speaking with Andrew is a no-brainer. Go talk to him, it’s a no-cost no obligation session and you can only learn from it. It’s super informative! He’ll fix you up with a binder to take home, full of personalized details that fit your needs. He’s a stable, hard-working, caring, smart fellow who really knows his stuff. Sometimes you’ll get a good laugh out of him too, and he’s super ethical. Just my personal observations. Everything you’d ever want in a financial planner. Highly recommend. Good people."