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Russ Kaplan Investments
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Omaha, NE 68144
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Creative Planning is a leading wealth management firm that specializes in comprehensive financial services for ultra-affluent and high-net-worth clients. Their offerings include investment management, strategic tax planning, estate planning, and customized financial solutions tailored to meet the unique needs of individuals and families at every stage of life. With a commitment to enhancing the financial well-being of their clients, Creative Planning provides family office services and emphasizes legacy planning to ensure generational wealth and impact. Their expertise extends to institutional investment consulting, business services, and charitable planning, making them a trusted partner for those seeking to optimize their financial strategies. Generated from the website
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7 Oaks Investments
1
"I've known Paul most of my life and he's always been a go-getter with the customer in mind. The simple fact that he only manages property that he owns is a plus for both client and potential..."
Raymond J.
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Russ Kaplan Investments
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