Creekside Financial Advisors

Welcome to Creekside Financial Advisors, a business built on the foundation of thoughtful client relationships. Our mantra, "An investment in knowledge pays the best interest" - Benjamin Franklin, resonates with our commitment to develop comprehensive, customized financial plans to help our clients pursue their lifelong financial goals. We strive to enable our clients to relax, enjoy their lives, and feel more confident about their future.

Our Approach

The cornerstone of our approach to financial planning is a deep understanding of our clients. We believe that every person is unique and has their own definition of financial independence, which means no one financial strategy fits all. At Creekside Financial Advisors, we seek to create a personalized financial roadmap that guides you toward your desired destination. We aim to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. Our goal is to serve you by nurturing long-term relationships built on trust and performance.

Our Services

We offer a wide range of services, including retirement planning, social security planning, and estate strategies. Our team of experts has a wealth of resources to help you make informed decisions about your financial future. We understand that retirement planning can be overwhelming, and we are here to help you every step of the way. Our social security planning services will help you maximize your benefits and ensure that you have enough income to support your lifestyle in retirement. Our estate strategies will help you protect your assets and transfer them to your heirs in the most tax-efficient way possible.

Who We Are

We are a dedicated team of financial advisors who seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. Our team includes Nan Cohen, CEO, Aaron Kamat, Wealth Advisor, Ryan Levine, Director of Financial Analysis, Abigail Coleman, Office Manager, Monica Frazier, Client Manager, and Kath Lepole, Client Manager. We are committed to providing personalized service and building long-term relationships with our clients.

In conclusion, at Creekside Financial Advisors, we are dedicated to providing comprehensive, customized financial plans to help our clients pursue their lifelong financial goals. We seek to create a personalized financial roadmap that guides you toward your desired destination. We believe that every person is unique and has their own definition of financial independence, which means no one financial strategy fits all. If you are looking for a team of financial advisors who will put your interests first, look no further than Creekside Financial Advisors.