Creative Money LLC Yale Ave N Seattle, Washington

Creative Money LLC Reviews

5.0 stars based on 5 reviews

Featured Comments:

• L

  Lori Heagler

  5.0

  We've worked with Sam from Creative Money twice now and wish we could give six stars! Great company, great staff. Sam was able to take a complicated, half-baked, pie-in-the-sky retirement plan and not only show us how it could work, but also distill it down to something we could easily understand. I've wholeheartedly recommended Creative Money to all my local friends. You can't go wrong with this amazing team.

• J

  Jonathan Adelstein

  5.0

  I. Cannot. Say. Enough. Good. Things. About. Mindy. And the entire Creative Money team. We've been working with them since 2016 and every time the anxiety starts to build up about money, we reach out to Mindy and are immediately put at ease. My last review read like an infomercial: "Do you ever worry about money? Well worry no more!" and when I was writing this review, those words stuck in my head: if you have ever worried about money (everyone) and don't know where to turn, then your hard work is done, because you've found Mindy and Creative Money. You could not ask for a more skilled, knowledgable, reassuring, talented, fun, thorough, caring, experienced, down-to-earth, friendly team. Financial advisers can sometimes feel a bit slimy or stodgy; NOT THE CASE HERE. Every time we chat with Mindy, she makes us feel like an old friend. And each time we meet she knows our financial information inside and out. I know I'm supposed to keep this short and pithy so here comes the infomercial again: If you worry about money, call Creative Money immediately. Thank me later.

• G

  Gitika Talwar

  5.0

  Extremely helpful and took the fear and overwhelm out of the daunting world of financial planning. Regular check-ins from the creative money team help you feel reassured that you always have access to a knowledgeable team. Highly recommend if you need a reliable financial planning team.

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