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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

Year Founded: 1945

Employees: 50 - 99

Minimal Budget: Inquire

Average Hourly Rate: Inquire

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.

Creative Planning International Services

Accounting Expertise

Financial
International Accounting
Payroll

Creative Planning International Clients

Retail Industry

Manufacturing Industry

Health Care Industry

IT Industry

Nonprofit Industry

Fintech Industry

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