CREATIVE WEALTH PLANNING, LLC
Creative Wealth Planning is an independent insurance agency designed to assist clients and their
advisors in meeting their personal and business financial goals.
Our specialty is customer service. No matter if you are a one person account or 500 person account, you are our priority. At CWP, we are problem solvers with investigative prowess and the ability to get to the bottom of any issue. We can help you cover yourself and loved ones for the present and the future. Unique New York State of Health navigating skills will help you maximize your tax credit potential. Speak with us and we will determine what you need and how to get it for you with the right coverage and at the right price for your budget.
advisors in meeting their personal and business financial goals.
Our specialty is customer service. No matter if you are a one person account or 500 person account, you are our priority. At CWP, we are problem solvers with investigative prowess and the ability to get to the bottom of any issue. We can help you cover yourself and loved ones for the present and the future. Unique New York State of Health navigating skills will help you maximize your tax credit potential. Speak with us and we will determine what you need and how to get it for you with the right coverage and at the right price for your budget.
Large enough to serve your needs... Small enough to care!
OUR OFFICESCreative Wealth Planning, LLC
Our Locations: 1981 Marcus Avenue, Suite C-119 | Lake Success, NY 11042 20086 Waters Edge Drive, Suite 503 | Boca Raton, FL 33434 Office: 516-502-4270 Fax: 718-228-9538 Email: [email protected] "There's nothing wrong with change if it's in the right direction" |
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