Creative Financial Group

Creative Financial Group has been a blessing to me. Everyone there treats me so well. Brian is my Advisor. He has steared me in a direction that has kept me financially independent and he keeps me informed of any changes that might becoming up. His guidance has also given me confidence in his knowledge of what I am wanting from a financial advisor. He tells me what is happening and allows me to decide which path I want to take. I will continue with Creative Financial Group. You might want to check them out. Give them a call, it's a free consultation. J.Abramow

I met with Brian for my annual review. He answered all the questions that I had and assured me that I am in good shape! We talked about RMD’s and strategized about which accounts to draw from when needed to minimize taxes. CFG also referred me to an accountant that I am very happy with!

We mainly work with Brian Quick and we have been thrilled with our results. He and Kurt listened to what we were looking for and then set up a plan based upon our needs and risk tolerance. We meet twice a year with Brian to review our results and to guide any adjustments. We used their recommended partners for our legal and accounting needs as well. We have been with them for more than 6 years, and have recommended them to both family and friends.

Brian Quick of Creative Financial Solutions is "THE BEST"! I first got acquainted with Brian through a free seminar. He helped me do ROTH conversions in helping me to lock down the taxes now rather than have to pay them later when the money is withdrawn. Brian helped me set my retirement plan in place. He is easy to talk to and provides excellent information in a way that is easy to understand. I talked with several fiduciaries before deciding to go with him. Do yourself a huge favor and give him a call.

We have been with CFG for a few years and highly recommend their services. Brian Quick and the rest of the staff are very knowledgeable and friendly. We trust their advice and have made some changes to our investments with positive outcomes.

Brian Quick & the rest of the staff at CFG are so helpful and easy to work with. We are near retirement so having someone help us navigate retirement and have a plan has eased our mind. We feel very secure having our investments in their hands. Greg and Kathleen Reese

Brian is extremely friendly and knowledgeable! He has provided us with many different financial options and has helped us feel secure in our financial future! I highly recommend him!