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“Brought my (late) tax return in without an appointment after a competitor tax service was closed for the season. Bill not only got me in immediately, but he finished my return by the end of the day and charged a better price than I was expecting. He was knowledgeable, thorough, and fair. After my experience today, I will use this business to file my tax returns in the future and recommend them to others for tax services.”
“We have been with Creative Planning since we sold our family business and decided to retire. Going on three years now. Been one of the best decisions I've ever made. I would highly recommend CP for your planning for the future. My only regret is that I didn't start sooner.”
“I’m super happy this location opened, very convenient spot! Every time I come here, I really just use the atm and don’t have the best luck with outside ones. Every employee here has been very kind, and makes great conversation. I always like to come to this location versus others. Thank you for being extra great!”
“Very friendly team! David, the branch manager, was very upbeat, informative, and made sure we were introduced to Julio and the JPMorgan guy who we will meet with to go over my 401K and finances. Sofie was also upbeat and helpful-she will be great at the Olathe location when it’s open. We felt taken care of :-) We’ve never been in a bank like this before where the people actually converse with you and get to know you. Even talked some football to wrap up our convo.”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“We interviewed several financial advisors when we were getting ready to retire. It was a frustrating, and often scary, experience - until we found Leslie and True Peace. Everyone in the company is great. Tabitha at the front desk is welcoming, friendly, and helpful, and sets the tone for the entire office. Leslie's knowledge is impressive and her calm, reassuring manner born of that knowledge really helped us relax. She created a plan that provides the income we need while providing security for the future. We could not be happier with our choice of True Peace as our financial advisor.”