Since our founding in 1985, we have met amazing individuals and business owners whose stories have inspired us to go above and beyond to deliver results. Our case studies are a testament to some of our hardworking clients who had a dream, sought out our financial planning services, and are still growing their wealth—and their life—with us to this day.  
Our Clients' Growth is the Foundation of Our Growth

Case Studies

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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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