THE CREATIVE PLANNERS GROUP (CPG)

The Creative Planners Group provides objective, highly personalized service. CPG is committed to the principle that every recommendation it makes must be in a client's best interest. This sense of responsibility and of putting clients first is shared by Leonard Sander and his sons, Michael and Ben. Together, they represent more than 40 years of experience in wealth management... At CPG, we believe successful relationships are built on care, trust, understanding and open communication. Since 1988, that has been our philosophy. We are an independent, client-focused firm. We have a partnership relationship with our clients, aligning our care and experience seek to help better manage their financial lives. We focus on every aspect of our clients' wealth, custom designing comprehensive plans to use and/or distribute their assets, protect their wealth, and help them work towards their most important financial and legacy goals... Standing against the noise and product-driven focus that..

Primary location: Tarrytown United States