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Creative Planning International

Creative Planning International

U.S.-based financial advisory services for the expats.

3330 University Ave, Street 316, Madison, Wisconsin 53705, United States

https://creativeplanning.com/international

Creative Planning International Overview

Number of Employees: 50 - 99

Minimal Budget: Inquire

Average Hourly Rate: Inquire

Year Founded: 1945

Creative Planning International provides leading U.S.-based investment and financial planning services to American expatriates and non-U.S. citizens living in more than 90 countries.

We're proud to be part of Creative Planning, an independent wealth advisory firm with more than $245 billion in combined assets under management and advisement as of 7/1/2023.

Our team of cross-border wealth managers and financial planners is uniquely qualified to manage the complex implications of U.S. citizenship-based taxation for Americans abroad.

We also work with non-U.S. citizen expats who face complicated tax regulation associated with cross-border investing. Youll benefit from our planning-led approach focused on helping you achieve your long-term financial goals even as you live and work across borders.

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Creative Planning International Reviews

Reviews from Google Maps are available on this profile.

Let's face it - as an expat you enter the tax and investment twilight zone. It's simply a nightmare. Creative Planning is my knight in shining armour. I have found them to be professional, excellent communicators, and extremely helpful in every possible way. In short - I could not navigate these unfathomable complexities without them. Sandeep is my go-to person! After one virtual meeting I knew they were the people for me. They know what they're talking about. Don't sweat it - just call them! "

Rachel W's Review Sourced from Google

Professional, personal and extremely knowledgeable. Makes the customer feel comfortable that his/her financial situation is well taken care of. I can only recommend Creative Planning International! "

Ulrica Hildingsson's Review Sourced from Google