Areas We Serve

No Matter Where You Live, You Have Financial Dreams—We Can Help

Although Creative Financial Planning got its beginning in New York in 1985, over the years, thanks to our hard work, and our amazing clients and their referrals, we have the honor of now working with individuals, families, and business owners all over the world. These areas include, but are not limited to, the following:

Nyack, NY

Our Partner: Commonwealth Financial Network

Although Creative Financial Planning got its beginning in New York in 1985, over the years, thanks to our hard work, and our amazing clients and their referrals, we have the honor of now working with individuals, families, and business owners all over the world. These areas include, but are not limited to, the following:

  • Nyack, NY

  • Piermont, NY

  • Nanuet, NY

  • Valley Cottage, NY

  • Bardonia, NY

  • New City, NY

  • Stony Point, NY

  • Irvington, NY

  • Croton-on-Hudson, NY

  • Larchmont, NY

  • Rye, NY

  • Highland Mills, NY

  • Long Island, NY

  • Manhattan, NY

  • Brooklyn, NY

  • Montvale, NJ

  • Ramsey, NJ

  • Ridgewood, NJ

  • Pompton Lakes, NJ

  • New Fairfield, CT

  • Florida

  • California

If you are interested in working with us but do not live close by, don’t worry! We provide virtual services to many of our clients who live throughout the tri-state area, on the west coast, in the Midwest, and down South. In addition to doing virtual consultations, we can also discuss your financial and wealth management plan over Zoom, and throughout our partnership, we will also schedule Touchpoint phone calls and Annual Reviews (these can be done either via Zoom or over the phone).

Here at Creative Financial Planning, communication, honesty, and consistency are key for us, so we will always make sure that you are up-to-date with everything that is going on with your financial plan and investments…we’ll even keep you informed about everything that is going on here in our office in Nyack, NY! After all, this isn’t just a business partnership to us—it is a lifelong relationship.

To get started with our financial advisors and to set up a FREE consultation, you can either fill out the form on our contact us page, send us an email, or give us a call at 845-634-6050. We look forward to hearing from you and starting our journey together towards your financial independence!

Our Partner: Commonwealth Financial Network

Your relationship with Creative Financial Planning includes access to the expertise and technology of Commonwealth Financial Network®, a leading independent broker/dealer-RIA. Since 1979, Commonwealth has been setting the standard for excellence among broker/dealers, partnering with a highly selective network of financial advisors across the country.

 

Our partnership with Commonwealth allows us to provide you with:

  • A wide array of investment choices

  • In-depth research to choose the best investment options for your financial goals

  • Cutting-edge financial technology to ensure expedience, accessibility, and security

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Contact Us

Creative Financial Planning, Inc. 
(845) 634-6050 
101 South Broadway 
South Nyack, NY 10960 
(Rockland County, New York)

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This communication strictly intended for individuals residing in the states of AL, CA, CT, DC, DE, FL, GA, IN, MA, ME, NC, NJ, NY, OH, PA, RI, SC, TN, TX, VA, WI.   No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA /SIPC , a Registered Investment Adviser. Fixed insurance products and services offered by Creative Financial Planning or CES Insurance Agency.

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