Creative Planning - Boca Raton, Florida

Ellen G.

My experience working with Jennifer Lopez and Creative Planning has been exceptional. For the first time, working with a financial advisor is something I look forward to rather than dread. Ms. Lopez's professionalism, attention to detail, and level of service provided are all beyond my expectations.

Angelo B.

After spending years with another financial planner in the Northwestern area I began to questions the fees and expenses I was being charged on my investments so I started to read more about other types of wealth managment companies available to see if there was a better way to invest. I had read about this new company in Kansas run by Peter Mallouk of Creative Planning that had a different approach than others I had interviewed. CP works as a fiduciary with a win / win approach focusing on long term low or no fee cost investing. At the time, I had not heard much about fiduciaries so I decided to let them help me take a deep dive into the type of fees and products I had been placed in over the years with my current advisor and It was amazing what I learned and how much I potentially lost and could potentially earn without high hidden fees in the years moving forward. After more than a year of doing research I confidently moved my business over to Creative Planning. Arnold Kiman and Jennifer Lopez from CP have been amazing to work with and have given my family and I a solid strategic financial plan that keeps the fees low to zero allowing my investments to grow faster and we continuously review the plan together. I have referred my friends, family and colleagues to Creative Planning over the past several years with confidence and this is something I rarely do, especially when it comes to something as personal as finances. Give Jennifer or Arnold a call at Creative Planning because you may learn something as valuable as I did about wealth management!

Kathleen L.

We changed financial advisors in 2018, and after extensive research, we selected Creative Planning. Our advisor, Vicco von Bülow, and his colleagues are always available and responsive. Vicco meets with us regularly and emails updates with videos/articles. We remain well-informed about the decisions they make for us. They provide comprehensive services – optional legal services and estate planning, Medicare experts, information security, and so on. This company is a breath of fresh air – it is no wonder that Creative Planning is consistently ranked as one of Barron’s top independent advisory companies. We feel that we selected a highly capable and caring fiduciary.

Michael B.

I recently began working with Arnold, Vicco, Corey and Megan from Creative Planning (CP). The experience thus far has been outstanding. They have all been very responsive to any questions or inquiries my wife and I have had thus far in this process of moving my assets over to CP. They have been with us every step of the way and they have joined us on calls with former providers in order to make sure that the process was painless and seamless. I love the fact that they are fiduciaries and that gives me the confidence that they are ALWAYS looking out for our best interest and not trying to put us in investments where they can make additional fees! Based on our experience thus far, I would highly recommend CP and, specifically my team, to anybody looking for wealth managers and legal assistance with their estate planning.

Karl H.

Creative Planning is amazing!

Brandon W.