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“I’ve worked for several multi-billion dollar corporate entities—Havas/Omnicom— and Creative Planning sits leagues above any corporate institution I’ve interacted with or worked for, on every metric.As a financial service CP has nearly everything you’ll need in house. I’m specifically involved with them on estate planning. It’s a one stop shop filled with articulate, intelligent, and exceptionally communicative people. Adam Hoopes, Vera Hogarth, Keisha German, and Lynn Ebel have all been diligent and dedicated to sorting through a complex estate during an extremely difficult time for me. I don’t know how CP managed to hire so many wonderful people who also happen to be amazing at their jobs.”
“Great Kansas City company! Have had accounts for years. Worked there during in college over 25 years ago. Well managed firm that truly cares about helping clients. New Leawood office is outstanding. Many excellent fund choices.”
“We called to make an appointment to get some information switched over and to order a few cards and checkbooks. This isn't normally the kind of place that I leave reviews for, but for what we needed we had a good experience here. The only issue was that I had a meeting at noon, we got there at 11:00 and they weren't ready for us. We ended up getting things taken care of before my meeting but it was scary! The secretary was very nice and the banker giving us info knew his stuff!”
8:30AM - 5PM
13501 Nall Ave, Leawood
Investing
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“Had an absolutely amazing experience. So informative and helpful with all the difficult financial navigation needed to establish a solid plan to secure my financial future. Mitchell was beyond my expectations and incredibly helpful.”