Creative Financial Planning Revenue

Financial Services • Nyack, New York, United States • 1-10 Employees

Creative Financial Planning revenue & valuation

Annual revenue	$513,330
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,700,000
Total funding	No funding

Key Contact at Creative Financial Planning

Lisa Hayes

Founder And Ceo

Company overview

Headquarters	101 South Broadway, South Nyack, NY 10960, US
Phone number	+18456346050
Website	creativeplanners.net
NAICS	52
SIC	628
Keywords	Wealth Management, Retirement Planning, Financial Planning, Investment Advisory
Founded	1985
Employees	1-10
Socials

Creative Financial Planning Email Formats

Creative Financial Planning uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@creativeplanners.net), used 100% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@creativeplanners.net	100%

About Creative Financial Planning

Creative Financial Planning is a whole-service, independent financial planning firm located in the heart of Nyack, New York. With a combined experience of 60 years in the financial planning and wealth management industry, our approach to financial planning is founded in our passion to connect with people who are looking to accumulate, grow, and protect their wealth. Once we’ve learned our clients’ story, analyzed their cash-flow, and assessed their risk tolerance, we provide a custom-tailored financial plan that can help achieve the results they’re looking for. Because we work with a select number of clients, we are able to focus our attention on—and listen to—each and every one of our clients' unique needs and concerns. This allows us to create strategies and take a proactive approach that helps our clients feel confident in trusting us with their financial life. As a fee only firm, we do not charge commissions. We succeed when our clients succeed. That is why we work diligently, strategically, and passionately on every account that we manage. No matter what chapter of life a client is in—recently married, raising children, saving for a business endeavor, or planning for retirement—we create plans that help turn financial dreams into a reality. Advisory services offered through Commonwealth Financial Network®️, a Registered Investment Adviser.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Creative Financial Planning has 2 employees across 2 departments.

Departments

Number of employees

Funding Data

Creative Financial Planning has never raised funding before.

Frequently asked questions

Creative Financial Planning is located in Nyack, New York, US.

You can reach Creative Financial Planning at +18456346050.

Creative Financial Planning generates an estimated annual revenue of $513,330. This revenue figure reflects the company's market position and business performance in its industry.

Creative Financial Planning has an estimated valuation of $1,700,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Creative Financial Planning was founded in 1985, making it 41 years old. The company has established itself as a significant player in its industry over this time.

Creative Financial Planning has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Creative Financial Planning

Lisa Hayes

Founder And Ceo

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