Creative Planning
About the Business
Creative Planning is a leading institution in Cedar Rapids, Iowa, specializing in accounting and finance services. Located at 417 1st Avenue Southeast, our team of fiduciary wealth managers, CPAs, and attorneys work together to optimize every aspect of your financial plan. We believe in a comprehensive approach that considers your investments, taxes, and estate plan to ensure your money is working its hardest for you. Unlike other firms, we don't offer standard portfolios or set-it-and-forget-it allocations; instead, we tailor our services to meet your unique needs and goals. With combined assets under management or advisement by Creative Planning and its affiliates, we are committed to providing you with a richer financial journey, not just focusing on the destination of wealth. As fiduciaries, we always act in your best interests, offering guidance that is personalized and strategic. Discover what sets Creative Planning apart from the rest by hearing from our President & CEO, Peter Mallouk.
Photos
Location & Phone number
417 1st Ave SE STE 300, Cedar Rapids, IA 52401, United States
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"kristi was polite, friendly and very helpful."
"Ryan is always quick to resolve any issue I might reach out for help with. I really appreciate his knowledge and his ability to use that knowledge to make my job easier!"
"Justin Shook from BerganKDV provides excellent service. Whenever we have had software problems with our desk top computers or main server Justin has always been able to get our problem solved. He is also very friendly and personable. We would definitely recommend him for any software complication. Submitted by Mark J. H. Collett - President - Bloom Mfg. LLC"
"Ian is the very best when it comes to needing technical support! Now that I have experienced working with Kevin, I must say he too is top notch!"
"Justin and I have worked together for a long time and we get each other. I knew what needed to happen for our agency, relayed it to him and he most definitely understood where I was coming from. He tested and retested to make sure things were all set up and ready to roll, got in touch with me to reconfirm everything. When thing were ready to go live, it was a seamless transition. Some minor hiccups were encountered had nothing to do with Bergan KDV, but had to do with our IT company. Justin was able to explain the issue and I was able to get in touch with our IT company to let them know what needed to take place. All in all, we consider ourselves more than lucky to have Justin work with our agency all these years. That business relationship has been wonderful and long may it last as long as Justin is with Bergan KDV."
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