Creative Planning - Phoenix, Arizona

Creative Planning is a renowned financial planning company located at Address: 5090 N 40th St, Phoenix, AZ 85018. They can be reached at Phone: 28525520. Their website, Website: creativeplanning.com, provides comprehensive information about their services.

The company specializes in financial planning, financial advisory, financial consulting, investment company, and investment services. They offer a wide range of financial solutions to help individuals and businesses manage their finances effectively. Their team of experienced financial advisors is dedicated to providing personalized financial strategies that align with their clients' goals and risk tolerance.

Creative Planning has several features that make it an excellent choice for anyone looking for financial planning services. They offer online appointments, making it convenient for clients to schedule meetings from the comfort of their homes. They also have onsite services, providing a physical location for clients who prefer face-to-face meetings. The location is wheelchair accessible, ensuring that everyone can access their services. They have a wheelchair accessible parking lot and wheelchair accessible restroom, making it easy for clients with mobility challenges to visit their office.

In addition to these features, Creative Planning has an excellent reputation. They have received 14 reviews on Google My Business, with an average opinion of 5/5. This high rating indicates that their clients are satisfied with their services, which is a testament to their commitment to excellence.

Creative Planning is an ideal choice for anyone looking for financial planning services. Their personalized approach, convenient online appointments, and accessible location make them an excellent option. For anyone interested in learning more about their services, visiting their website, creativeplanning.com, is recommended. It provides comprehensive information about their services, team, and approach to financial planning. Contacting them through their website is an excellent first step towards achieving financial success.

Reviews of Creative Planning

Sandy MacDonald

5/5

Tigran is my advisor at Creative Planning and has been for over 5 years. He's always willing to make time for me on the phone or in the office when I have any questions regarding my portfolio/retirement accounts. I highly recommend Creative Planning for any of your future investments.

Lauren Tague

5/5

Tigran is one-of-a-kind and my husband and I feel so incredibly fortunate to have found him and Creative Planning. When my company went public in 2021, I was overwhelmed and did not feel equipped with knowledge of how to navigate the situation financially. Enter Tigran! He calmly and kindly educated us on our options and because of him, we were able to skirt a potentially very costly AMT bill. Now that we're set up with Creative Planning, we rest easy knowing that we have a friend and advocate that is always looking out for our long-term financial interests and that our money will continue to grow through their diversified portfolio & strategy. We simply have to stay the course! I can't say enough great things about Tigran and whole-heartedly recommend him to anyone in need of financial management.

Marjorie Goldstein

5/5

We started working with Tigran Unciano early in 2022, shortly following my retirement in the fall of 2021. Tigran is very knowledgeable, an excellent communicator, and he's very accessible. The financial plan he and the Creative Planning team developed for us charts a well thought out path, in which I have great confidence. We recently had a call with Tigran to discuss the current market environment, given high inflation and deteriorating stock values; he calmly reminded us of the investment strategy and the overall outlook of our plan, a very reassuring conversation!

Meghan Lorig

5/5

Tigran has been my financial planner for a number of years and his responsiveness and knowledge are unmatched. He provides multiple perspectives and explains the pros and cons of various scenarios without ever pushing an agenda. He is able to think five steps ahead so that I can plan not just for today but for 5, 10, and 20 years from now.

Saragrace Knauf

5/5

I am SO happy with this company. We have worked with several representatives and they are family oriented, incredibly informed, and so patient. They are extremely good a explaining (what to some of us) is very complicated and confusing. We love all of them, but have been working mostly with Tigran Luciano - he is wonderful! I am a hands off person when it comes to money, but you can be as involved with the process as you want!

Rod B

5/5

We have been working with Tigran Unciano for many years and are greatfull for his efforts on our behalf. It no is so nice to have reliable advice. He always has our best interests at heart.

Heidi S

5/5

I have known James Hatton for nearly 18 years and he has been my financial planner the last 16 years. It has been a pleasure working with Jim and his team at Hatton Consulting. He provides personalized financial planning with an experienced, thoughtful and very successful approach. I have been extremely happy with the results! What has always stood out to me, and everyone I have referred him to, is his absolute integrity! Aside from exceptional advice and results . . .Jim’s genuine demeanor, intellect and second-to-none ethics are the reasons I wanted to write this review.

Pete Fajardo

5/5

Met with Tigran yesterday and had a very healthy discussion regarding our accnt. He's very easy to talk to and his feedback is awesome. Look forward on working with him for many years.