Creative Planning Business Services

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As of July 1, 2023, BerganKDV has joined forces with Creative Planning* one of the largest and most highly respected independent wealth management firms in the country. The strategic acquisition will pave the way for unparalleled experiences for our clients and team members and make a compelling impact on the professional services industry. BerganKDV will continue to provide audit and attest services to clients, while Creative Planning Business Services will provide customized, high-quality expertise to support every phase of your business journey. *Creative Planning is an independent wealth management firm, also providing business consulting, tax and financial services to clients. Creative Planning works closely with BerganKDV, an independent and separately governed licensed CPA firm that provides audit and assurance services to its clients.

Company Details

Employees
534
Address
5454 W 110th St, Overland Park,kansas 66211,united States
Industry
Business Consulting And Services
Website
bergankdv.com
Keywords
CPA Services, 401K Advisory Services, Life & Disability Insurance, Outsourced Technology, Outsourced Accounting, Outsourced Payroll, Estate & Trust, Business Valuation, Fraud & Forensic, NetSuite Cloud Solutions.
HQ
Overland Park, Kansas
Competitors
Family Office Association, Mariner, JPMorganChase, RSM US LLP, Creative Planning International, Orchard Place, Creative Planning, Creative Planning Retirement Services, CLA (CliftonLarsonAllen), Mercer Advisors.
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