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“Great, ethical leaders and a great product available to advisers and their clients. As a former employee, I truly felt good about the work being done and the trajectory of this company. Recommend to anyone looking for that first-name-relationship with their TAMP/RIA.”
8AM - 3PM
8717 W 110th St #730, Overland Park
Investing
“I have worked aside Charles for several years, and have only known him to be a true professional and trustworthy advisor. I would highly recommend him as I know he will follow through on his word.”
Investing
Investing
Investing
Investing
“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.”