Creative Capital Management Investments LLC (CCMI) - San Diego, California

Address: 6265 Greenwich Dr STE 201, San Diego, CA 92122, United States.
Phone: 6192983993.
Website: myccmi.com
Specialties: Financial planner, Financial consultant, Investment company, Investment service.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible seating, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 1 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Creative Capital Management Investments LLC (CCMI)

☎️6192983993

⏰ Open Hours of Creative Capital Management Investments LLC (CCMI)

Monday: 8 am–4:30 pm
Tuesday: 8 am–4:30 pm
Wednesday: 8 am–4:30 pm
Thursday: 8 am–4:30 pm
Friday: 8 am–4:30 pm
Saturday: Closed
Sunday: Closed

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👍 Reviews of Creative Capital Management Investments LLC (CCMI)

Creative Capital Management Investments LLC (CCMI) - San Diego, California

Kelly G.

5/5

We started working with CCMI in 2021 after realizing that we did not have a clear picture of our finances and how they looked 20 years from now. Creating a financial plan with Kim Benson was one of the best things we have ever done. It gave us a clear picture of exactly what we needed to do in order to set ourselves up for success in retirement. The financial plan was such an eye opening experience and there was not any hesitation in moving our portfolio to CCMI. There is no one that I would trust more than Kim Benson to manage our money going forward. Thank you to Kim and her entire team at CCMI.