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Creative Planning
12925 West Dodge Road, Omaha, Nebraska, United States
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About the Creative Planning
Creative Planning is a top-ranked independent advisory firm located at 12925 West Dodge Road in Omaha, Nebraska. Specializing in finance, we offer comprehensive and customized wealth management services to clients both locally and globally. Our team of wealth managers is dedicated to helping you achieve your financial goals and providing you with peace of mind when it comes to your finances. By choosing Creative Planning, you are choosing a firm that is committed to your success and prioritizes your financial well-being. Contact us today to schedule a free, no-obligation consultation and take the first step towards a richer way to wealth.
Photos of Creative Planning
12925 W Dodge Rd, Omaha, NE 68154, 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 been clients for several years and the experience is the best. We have had other financial advisors before and felt they only followed a set program, no matter what the markets were doing. I have to say that Creative is constantly working for us. We are retired now and our future looks good. All the services Creative offers makes life so easy to manage (lawyers, accountants, and advising.). We often recommend Creative to our friends and the ones that take our advise are so happy they did. Best decision ever!!!!"
"Creative Planning - Omaha is an outstanding investment group. We went through a few before coming to this organization and have never looked back. Creative planning offers many other services that compliment your investment strategy. You don’t have to use them but they are there if you want them. We could not be happier with our investment choice and our referrals should say it all!"
"We have used Creative Planning since 2014. In the past five years our market value has grown to six times the amount we had in 2014. My wife and I were both able to retire early and move to the Myrtle Beach area with all of our bills paid and enough money to last until we are more than 100 years old. I highly recommend Creative Planning."
"Been doing an excellent job for us!"
"I hired Creative Planning to manage my portfolio four years ago. Their sales pitch is impeccable, they promise to be transparent, constant updates, molding your portfolio to your specific needs, performance reviews quarterly, etc. Unfortunately, they don't deliver on 90% of that. I think they've grown so quickly that their shoes don't fit anymore. Mostly, I was ignored and misled. The quarterly reviews never appeared, even when I ask for them. They had me in investments that I specifically told them I wanted to avoid, like Emerging Markets. After their fees, with nearly a year of time to manage my investments, I was up 2.6 %, when the S&P 500 Index Fund was up 7%. I think they mean well, and I think the core philosophy of their founder is fantastic--if it could only be implemented as advertised. Peter Mallouk is a genius, but evidently they've grown too big for the breeches. I had tried Schwab with poor results. I tried Creative Planning with poor results. Now I manage my own portfolio with great results. Enough said. Don't pay someone to promise the moon, and deliver dirt. It's that simple."
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