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Lake Success, NY · Nassau County

Creative Wealth Planning, Llc.

Licensed insurance agency · In licensing records since 2018

Unclaimed

Independent insurance business based in Lake Success, NY, listed from public licensing records.

Public record

NPN
17088438
In records since
2018 (8 yrs)
Phone
(516) 502-4270
Location
Lake Success, NY 11042

Lines they can serve

This agency holds a state agency license that doesn’t designate lines in the public record. A licensed agent can confirm what they write — or the agency can claim this profile and list its lines.

Area served

Based in Lake Success, New York (Nassau County). Browse independent agencies and coverage near this location:

Lake Success agenciesNassau CountyAll of New York

The Lake Success market

Creative Wealth Planning, Llc. is one of 13 independent agencies in public licensing records for Lake Success, NY — 4 of them with records going back 20+ years. The median agency here appears in records since 2012.

Bobal FletcherSince 2015City Underwriting Agency, Inc.Since 2007Grundleger Associates Inc,Since 2022Innovative Planning Concepts Corp.Since 2012Insu-Care IncSince 2021Intercity Agency, Inc.Since 2008
All Lake Success agencies →
This profile is generated from public licensing records and has not been claimed by the agency. A listing here is not an endorsement and does not mean the agency participates in quote routing. Is this your agency? Claim it to add your website, logo, photos, and the lines you actually write.

Common questions

How do I get an insurance quote in Lake Success?
Submit one request through this site and we'll route it to a participating independent agency that serves Lake Success, NY. You'll see who may contact you before you submit. To reach Creative Wealth Planning, Llc. directly, the phone number on its public record is (516) 502-4270.
What kinds of insurance does Creative Wealth Planning, Llc. handle?
Creative Wealth Planning, Llc. holds a state agency license that doesn't designate specific lines in the public record. A licensed agent can confirm what they write.
Is Creative Wealth Planning, Llc. verified on this site?
This profile is generated from public licensing records and is currently unclaimed — a listing here is not an endorsement. Creative Wealth Planning, Llc. can claim it to verify its producer license and add its website, logo, and details.
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