Contact Us
We serve clients locally and nationwide through in-office or virtual meetings.
Use the form below to schedule a meeting with us. During this meeting, we’ll aim to get to know who you are and what you want out of retirement.
Using the CFG Retirement Roadmap, we’ll examine your current financial situation and determine your retirement needs.
Receive a custom strategy to help you reach your unique retirement goals.
EXCELLENT Based on 165 reviews Posted on Roger SkinnerTrustindex verifies that the original source of the review is Google. I have been a client of the Creative Financial Group for several years, and greatly appreciate their advice, counsel, and understanding. Brian Quick has been my agent, and has helped me very much, and given me good ideas and suggestions concerning my finances and investments.Posted on Amanda BjorklundTrustindex verifies that the original source of the review is Google. I met Brian Quick at a library seminar on saving and managing retirement funds. We meet at least twice a year to review and make appropriate changes to my investments. But any time I have a question about my money that Creative Financial manages, they answer quickly, with great advice. Not only that, Brian and the entire staff are always willing to listen with suggestions about handling any finances. But the very best is the relationship we have built, and the trust that I'm getting the very best advice.Posted on Corky LeeTrustindex verifies that the original source of the review is Google. I have been a client of Brian Quick's for several years now. As a retired woman, I rely on Creative Financial Groups expertise. I have not been steered wrong! All of the staff is wonderful. It's so nice to walk in somewhere where everyone knows your name, acknowledges you, and appreciates you. There are not many places that meet that bar these days.Posted on JulieTrustindex verifies that the original source of the review is Google. Brian Quick is an absolutely wonderful advisor! He explains everything so well, over and over sometimes until I get it. So patient with my questions and giving great suggestions. And making me lots of money too!Posted on Christine RaperTrustindex verifies that the original source of the review is Google. Brian and the team have been fantastic to work with and do a great job explaining everything in detail. My husband and I feel very comfortable with them managing our retirement accounts.Posted on Bill RaperTrustindex verifies that the original source of the review is Google. Brian has been wonderful to work with and we feel very confident in what CFG can do for our financial planning and tax strategy. We’re glad we chose them!Posted on Shirley OldlandTrustindex verifies that the original source of the review is Google. I met with Brian for my annual review. He answered all the questions that I had and assured me that I am in good shape! We talked about RMD’s and strategized about which accounts to draw from when needed to minimize taxes. CFG also referred me to an accountant that I am very happy with!
