Company Information

Get to know Creative Financial Planning

Founded in 1989, Creative Financial Planning, Inc. is an independent, fee-only wealth management firm based in New York. The company operates as a fiduciary, meaning they are legally obligated to act in their clients' best interests. They specialize in creating customized, long-term financial plans that cover various aspects of a client's financial life, including retirement planning, investment management, estate planning, and tax strategies. Their mission is to guide clients through every stage of their financial lives with objective advice and personalized service.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Creative Financial Planning

United States

Founded in

1985 (41 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Regulated

Recommended

(73 reviews)

Cyprus

2009

(17 years)

Security Information :

CySEC

FSCA

DFSA

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.