Creative Money, LLC is a registered investment adviser in the states of Washington and Oregon. The adviser may not transact business in states where it is not appropriately registered or exempt from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption.
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Regular check-ins from the creative money team help you feel reassured that you always have access to a knowledgeable team.
Sam was able to take a complicated, half-baked, pie-in-the-sky retirement plan and not only show us how it could work, but also distill it down to something we could easily understand.
" and when I was writing this review, those words stuck in my head: if you have ever worried about money (everyone) and don't know where to turn, then your hard work is done, because you've found Mindy and Creative Money.
They are lightening fast in answering any questions outside of the appointment, and truly make great financial recommendations that are not biased at all...
Mindy manages no assets for us and receives no commission for any action taken we always feel confident that she is giving us the best advice for us without personal incentive.
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