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Creative Financial Planning
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Creative Financial Planning
Launch date
1985
Employees
2-10 people
New York United States (HQ)
https://www.creativeplanners.net/
https://www.linkedin.com/company/creativefinancialplanning/
insurance
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Creative Financial Planning funding
Creative Financial Planning investors
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Date
Investors
Amount
Round
Jun 2024
*
Perigon Wealth Management
N/A
Acquisition
Total Funding
-
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