Creative Planning, formerly BerganKDV
Hours:
100 E Park Ave #300, Waterloo IA 50703
Hours
Most Recent Comments
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February 2024
I have been a customer for several years and have had an extremely hard time getting anybody to call me back. This has been an issue for at least 2 years! Very Poor customer service. I will be moving my business elsewhere.
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October 2023
Sully was very kind and thorough as we worked through a problem together with my laptop and printer.
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September 2021
Kristi went above and beyond to make sure we solved the problem, that was a huge time eater throughout the day. I really appreciated her tenacity to find a resolution for me.
More Comments(21)
From Creative Planning, formerly BerganKDV
Creative Planning is a nationally recognized wealth advisory firm dedicated to helping clients achieve their long-term financial goals through wealth management, investment management, retirement planning, trust and estate planning, taxes and insurance. We also provide consulting, tax, financial and technology services to business clients. Our services are delivered by a team of CERTIFIED FINANCIAL PLANNER™ professionals, CPAs, estate planning attorneys, insurance specialists, business consultants and more. All this expertise is in-house to help ensure your entire financial picture is working as hard as it can, day in and day out. And Creative Planning is a fiduciary, which means all recommendations are in our clients’ best interests.
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Waterloo, Iowa
