Creative Financial Group

I highly recommend Andrew and the Creative Financial Group team. Andrew has seamlessly helped me consolidate and make sense of my investments while providing me with the knowledge for me to feel confident in the decisions I'm making.

Me and my wife have been clients of CFG for several years now, ever since attending one of their seminars.
We have been working with Brian Quick and have found him and the entire office staff to be very knowledgeable, friendly, and helpful throughout that time. Brian takes all the time we need to help us understand all of our questions and we have never felt any pressure to make changes or investments we weren’t comfortable with.
In general he gets us old people and i highly recommend CFG to everyone.
We can’t thank them enough!

We have been with Creative Financial for a year and a half after attending one of their retirement seminars and have been thoroughly satisfied with their service. Brian Quick, our financial advisor, has been great to work with providing excellent tax and growth strategies. We feel confident with the advice we have been given and highly recommend them. A bonus has been how professional and friendly Brian has been throughout the process. If you’re looking for a good financial company, look no further than Creative Financial.

Brian does a great job advising us on our investments so that we can make well-informed decisions.

Creative Financial Group does a fantastic job of looking after your complete financial welfare. I just completed their annual overview of portfolio and plan for 2024. Brian Quick does an excellent job of creating a family forward relationship.

We are long time clients and have always been pleased with the results we’ve gotten from long term planning with Kurt and John. Nowadays, Brian handles our portfolio and is a joy to work with and also very responsive. In our most recent visit, his presentation with the new projection program was incredibly enlightening and encouraging. We can’t recommend the CFG team, enough.

Brian has been extremely knowledgeable and very easy to work with as we’ve started our retirement planning. We definitely recommend Creative Financial Group!

I have been with them several years and they have always partnered with me to give sound financial advice and excellent portfolio management.

Had a series of meetings with Andrew, super nice guy! This really helps me understanding my unusually complicated financial picture. But moreover, the software they use is super dynamic in forward looking expectations. While I’m still uncertain (learning as I go) the direction to take, I can safely say that speaking with Andrew is a no-brainer. Go talk to him, it’s a no-cost no obligation session and you can only learn from it. It’s super informative! He’ll fix you up with a binder to take home, full of personalized details that fit your needs.

He’s a stable, hard-working, caring, smart fellow who really knows his stuff. Sometimes you’ll get a good laugh out of him too, and he’s super ethical. Just my personal observations. Everything you’d ever want in a financial planner. Highly recommend. Good people.

Brian is so awesome and is always extremely professional, patient and efficient. We thank God every day to have Brian and Creative Financial Group!

Met Brian Quick at a finacial seminar at our local library. Liked what he had to say. Set up a meeting and signed on as a client. Brian listens, is attentive, and has our best interest in mind. Very happy with his services.

We meet with Brian Quick at CFG and we couldn't be happier! Brian is very professional and knowledgeable. We trust him and love how he takes time to make sure we understand his recommendations. He has given us good advice in these crazy times and we are confident with our financial future. Brian is very "down-to-earth" and and we consider him more than just a financial advisor - Brian is now a friend and we appreciate him very much! Thanks Brian for taking good care of us!

Brian helped us with alternatives to the stock market to help give us peace of mind growing our retirement nest egg!

I signed with CFG 10 months ago. The Professionalism of the office plus how they worked with me to meet my needs is extremely exceptional. Do to the ups and down of the market at this time CFG, will send it's clients videos to watch explaining the strategy of what CFG is doing to stay on top of the market changes. As well I want to give a shout out to Brian who is my financial planner, he is extremely prompt in replying to my emails.

Brian is awesome! Does a great job. I couldn’t ask for a better financial planner! Call and make an appointment to see Brian.