Who We Are
At Creative Financial Planning, we enjoy working with people who want to grow and develop. We are here to help busy, successful people keep their finances on track, so that they can focus on achieving their personal and professional goals.
Want to speak with one of our advisors?
Give us a call at (845) 634-6050.
Our team is available Monday through Friday from 8:30 a.m. to 5:30 p.m.
We look forward to hearing from you!
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