Creative Wealth Planning

Creative Wealth Planning, LLC is an independent insurance agency in Lake Success, NY, dedicated to helping clients achieve their personal and business financial goals. With a focus on exceptional customer service and extensive industry knowledge, they offer a range of insurance solutions including group medical, dental, vision, life, disability, and long-term care coverage.

Founded by Norman Portnow, Creative Wealth Planning prides itself on doing the right thing for every client, every time. Their commitment to providing tailored insurance options at competitive prices ensures individuals and businesses can protect themselves and their loved ones both now and in the future.

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