Jeffery M Messina, AGT - Edward Jones

Creative Planning is a nationally recognized wealth advisory firm dedicated to helping clients achieve their long-term financial goals through wealth management, investment management, retirement planning, trust and estate planning, taxes and insurance. We also provide consulting, tax, financial and technology services to business clients. Our services are delivered by a team of CERTIFIED FINANCIAL PLANNER® professionals, CPAs, estate planning attorneys, insurance specialists, business consultants and more. All this expertise is in-house to help ensure your entire financial picture is working as hard as it can, day in and day out. And Creative Planning is a fiduciary, which means all recommendations are in our clients' best interests.

The Producers Group, Inc., a Guardian agency, is part of a Fortune 250 global financial services company that is committed to providing individuals and businesses with the financial guidance and protection they need to lead a life well lived...

Resource Management Inc, located in Metairie, LA, has joined forces with Creative Planning, one of the leading independent wealth management firms in the United States. This partnership enables them to provide clients with custom-tailored financial plans designed to ensure a financially successful future. The in-house team comprised of CERTIFIED FINANCIAL PLANNER practitioners, CPAs, attorneys, investment specialists, and insurance professionals collaborates to optimize all aspects of clients' financial lives. Their integrated approach aims to enhance clients' investments, taxes, and estate planning for a robust financial strategy. Generated from the website