Creative Plan Designs, Ltd. Email Format
Financial ServicesNew York, United States201-500 Employees
Creative Plan Designs, Ltd. operates in the financial services sector with a specialization in retirement planning. The firm integrates understanding of retirement-related laws with estate planning and taxation considerations that interact with clients' life circumstances to address complex plan challenges. It describes itself as independent from asset-gathering incentives, with disclosed compensation and fiduciary credentials, including CEFEX certification. The company is based in East Meadow, New York. A notable recent development is that Creative Plan Designs, Ltd. was acquired by Benefit Plans Administrative Services, Inc. in February 2024.