Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Creative Financial Designs, Inc. offers various services with different fee structures. For managed accounts, fees are based on the selected investment strategy. The firm also offers financial planning services with fees that vary depending on the complexity and scope of the plan. Hourly fees are available. Please refer to the brochure for specific fee details for each service.
Areas of Practice
Advisor Information
Office location
475 Sherrill Rd, Sherrill, NY, 13461
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No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Alan is a sole proprietor selling group, life, long-term care, and Medicare insurance products since 1992, dedicating about a quarter of his time to this. He also oversees Silver Setting LLC, which owns the office building leased by his business, Sound Mind Financial LLC, and is a partner in River's Edge Rentals.