Creative Planning of Fort Lauderdale

Creative Planning of Fort Lauderdale is a Financial Planner in Fort Lauderdale, FL, located at 2255 Glades Road. It also serves retirement and foundations for organizations and employees. The business holds a 4.90 rating based on customer reviews. The firm offers investment management, tax planning, estate planning and trusts, retirement planning, insurance and risk management, and international wealth management. For business clients, the firm provides business valuation services for corporate and shareholder transitions, purchase price allocations, gift and estate tax, selling outside the family, employee stock ownership plans, stock options and 409A reports, and litigation support services. The firm also offers retirement plan services for organizations of various sizes, ranging from start-ups to publicly traded companies and government sectors, acting as a 3(38) or 3(21) fiduciary advisor. Through its partnership with BerganKDV, an independent and separately governed licensed CPA firm, the business provides audit and attest services, including forensic accounting and data services to assist with fraud prevention. Creative Planning is an independent wealth management firm that also provides business consulting, tax and financial services to clients, but is not a public accounting firm. The firm has advisors in major metropolitan areas across 50 states served nationwide and employs over 625 CFP® professionals. The business is known for its positive rating from the customers who have reviewed it. Creative Planning of Fort Lauderdale brings comprehensive fiduciary wealth management and business advisory services to clients in Fort Lauderdale, FL.

BizScoreAI gives the business a Content Quality score of 100 out of 100, which ensures the website answers customer questions clearly enough for AI assistants to quote directly. The firm also achieves an On-Page score of 82 out of 100, helping search engines match the site to the specific searches customers make.