Creative Financial Group Ltd - Atlanta, Georgia

Address: 3400 Overton Park Dr #600, Atlanta, GA 30339, United States.
Phone: 7709139704.
Website: cfgltd.com
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 4 reviews on Google My Business.
Average opinion: 3.8/5.

📌 Location of Creative Financial Group Ltd

Creative Financial Group Ltd 3400 Overton Park Dr #600, Atlanta, GA 30339, United States

⏰ Open Hours of Creative Financial Group Ltd

  • Monday: 8 AM–5 PM
  • Tuesday: 8 AM–5 PM
  • Wednesday: 8 AM–5 PM
  • Thursday: 8 AM–5 PM
  • Friday: 8 AM–5 PM
  • Saturday: Closed
  • Sunday: Closed

Okay, here’s a comprehensive overview of Creative Financial Group Ltd, presented in a formal and helpful tone, suitable for a potential client:

Creative Financial Group Ltd: A Trusted Financial Planning Partner

Creative Financial Group Ltd. is a well-established financial planning firm dedicated to providing comprehensive and personalized financial guidance to individuals and families. Located in the heart of Atlanta, Georgia, at 3400 Overton Park Dr #600, Atlanta, GA 30339, United States, the firm operates with a commitment to building long-term relationships based on trust and expertise. You can reach them directly at 7709139704 or visit their website at cfgltd.com for more information.

Location and Accessibility

The firm's Atlanta location is strategically situated within a modern building, easily accessible and designed with inclusivity in mind. It includes a wheelchair-accessible car park and wheelchair-accessible entrance, demonstrating a dedication to serving a diverse clientele. Furthermore, they offer a wheelchair-accessible toilet and standard restroom facilities. Appointments are strongly recommended to ensure dedicated attention and tailored planning sessions.

Key Features and Services

Creative Financial Group Ltd. specializes in guiding clients through all aspects of their financial lives. Their services typically encompass:

  • Retirement Planning
  • Investment Management
  • Estate Planning
  • Insurance Planning
  • Tax Planning

The firm’s philosophy centers around a collaborative approach, working closely with clients to understand their unique goals, risk tolerance, and financial circumstances. It appears they prioritize a long-term perspective, as evidenced by the longevity of many of their client relationships.

Client Feedback and Reputation

Creative Financial Group Ltd. currently holds 4 reviews on Google My Business, with an average opinion of 3.8/5. This suggests a generally positive experience, with many clients appreciating their professionalism and the quality of the service provided. The repeated mention of long-standing client relationships indicates a level of satisfaction and a commitment to ongoing support. The firm’s presence within the Synovus building also likely contributes to a sense of stability and accessibility for those already familiar with the financial landscape of the area.

Contact Information & Recommendation

For anyone seeking a knowledgeable and dedicated financial planner, Creative Financial Group Ltd. presents a compelling option. They’ve clearly cultivated a reputation for reliability and a client-centric approach.

We strongly encourage prospective clients to explore their website at cfgltd.com to learn more about their services and to schedule an initial consultation. Contacting them directly via phone at 7709139704 is also highly recommended to discuss your specific financial needs.

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👍 Reviews of Creative Financial Group Ltd

Creative Financial Group Ltd - Atlanta, Georgia
Jeff J.
5/5

Great company with great people and the service they provide is excellent. I am thankful to have been a client for over 20 years!

Creative Financial Group Ltd - Atlanta, Georgia
Austin G.
1/5

Moved overseas and had to change accountants. Reached out multiple times to send old financial docs to my new accountant and totally unresponsive. Based on this service I would not recommend.

Creative Financial Group Ltd - Atlanta, Georgia
Paul B.
5/5

Been a client for years. They do a great job.

Creative Financial Group Ltd - Atlanta, Georgia
Clayton V.
4/5

It's in the same building as Synovus

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