Creative Planning 10401 Holmes Road, Kansas City, MO 64131
About the Business
Creative Planning is a top-rated independent advisory firm located at 10401 Holmes Road in Kansas City, Missouri. Specializing in accounting and finance, our team of wealth managers is dedicated to providing personalized wealth management services to clients across the globe and in the local area. Ranked as the No. 1 Independent Advisory Firm, Creative Planning is committed to helping individuals achieve their financial goals and attain financial peace of mind. Contact us today to schedule a free, no-obligation consultation with one of our expert team members.
Photos
Location & Phone number
10401 Holmes Rd Suite 400, Kansas City, MO 64131, United States
Hours open
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:
Closed
Sunday:
Closed
Reviews
"I appreciate you guys over at Bergan KDV! ;) Keep up the good work!!"
"Gary H can help with this one. I would never want to do business with a person who defaults on a lease and hides assets in an attempt to not pay obligations. Especially someone who is a CPA that has a fiduciary obligation to his clients, yet cannot fulfil a real estate lease leaving others on the hook to pay for his promises made."
"Gary Hawkins can walk you through this review. I would never want to do business with a person who defaults on a lease and hides assets in an attempt to not pay obligations. Especially someone who is a CPA that has a fiduciary obligation to his clients, yet cannot fulfil a real estate lease leaving others on the hook to pay for his promises made."
"LJ Bowden communicates well and we developed an easy rapport in resolving three separate tickets over the course of several phone conferences and meetings. The primary ticket was slow internet service while utilizing VPN resulting from inadequate "tunnel" size and LJ experienced this specific issue with his own computer and found a Microsoft tool to solve it for his and mine both. The slow internet service appears to have caused the inaccessibility of the CAPTCHA screen for PFX tax in Axcess, and faster internet service appears to have solved that as well. Thank you. JK"
"The BerganKDV team, every single member, has provided exceptional, expert service. One of the best professional decisions I've made was selecting them as my managed services provider."
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