×

Review Keywords Analysis

US / OH / Columbus
Three Creeks Capital Management photo
Three Creeks Capital Management photo
Three Creeks Capital Management photo
Three Creeks Capital Management photo
Three Creeks Capital Management photo

Three Creeks Capital Management

Address: 778 Northwest Blvd, Columbus, OH 43212, USA Get Directions

Services & pricing

Average price range
ServiceDetailsPrice
Financial Planning Retirement Planning $100 - $200 Call to Book
Investment Strategy Development $150 - $300 Call to Book
Tax Planning $80 - $150 Call to Book
Portfolio Management Investment Portfolio Review $100 - $200 Call to Book
Risk Assessment $75 - $150 Call to Book
Asset Allocation Strategy $120 - $250 Call to Book
Client Communication Monthly Check-ins $50 - $100 Call to Book
Quarterly Reviews $100 - $150 Call to Book
Annual Financial Review $150 - $300 Call to Book
Comprehensive Financial Coaching Budget Creation and Management $75 - $125 Call to Book
Life Goals Financial Planning $100 - $200 Call to Book
Debt Management Solutions $80 - $150 Call to Book

What people love

From reviews
Knowledgeable staff Personalized service Effective communication Thorough financial planning Trustworthy guidance Compassionate care Goal-oriented approach Expertise in retirement systems Detailed retirement preparation Long-term relationships

About this business

We offer financial planning services to Ohio Public Employees (STRS/OPERS/SERS and OP&F). DROP or PLOP strategy can be addrressed. Our team will select the best payment plan for you. We will evaluate the Windfall Elimination Provision and the Government Pension Offset on your retirement income. Do not waste time or money on pension care options. The process of selecting the correct pension care option is daunting and time-consuming. As a former CFP(r) at STRS OH for seven years, Todd J. Gourno understands the pension system. He is also a seven-year OPERS member. Ryan A. Mink worked as a Springfield Police Department officer for nearly nine years. Ryan A. Mink knows how to maximize the OP&F Pension. Three Creeks Capital Management's mission is to make your financial life better. Your financial goals are our top priority. Certified Financial Planners(CFP(r),)=$_blank will create a comprehensive financial plan.

Reviews Summary

Todd and Ryan, two managers at Three Creeks Capital, have impressed the clients with their dedication to ensuring their long-term financial security. They have more reasons to recommend the company because of all the times they have felt overwhelmed. The managers always seem to listen to them and even offer a personal touch that makes them comfortable. The two always have the process streamlined and never belittle the clients which they find attractive. The clients always share information with the company which has also made the process more effective. These sentiments are repetitive, and they still say that Todd especially is knowledgeable and easy to work with. The clients are full of gratitude for the peace of mind. For some, they have worked with Todd for 16 years, and they say they owe all that long-term financial success to him. They insist that they can't say enough about how secure they feel with their money as the clients feel like a family. Each client's problem is treated uniquely by Todd, and that's why they love him. Todd and Ryan have been useful to the feedback loop in the company. Every idea they give makes a difference, and that's how committed the two are. The company has been on the right track under Todd's guidance and experiencing the growth when they started. In 2021, they have made significant strides and will continue to do so under Todd's leadership. The clients say Todd is exceptionally proficient, and they would recommend him outright.

Frequently asked questions

7 questions
What do Three Creeks Capital Management clients say about the work?
Clients frequently praise Todd and Ryan for their exceptional communication and personalized service. Reviewers highlight their thoroughness, knowledge of retirement systems, and ability to simplify complex financial issues, ensuring clients feel educated and confident in their plans.
Does Three Creeks Capital Management provide financial planning services for Ohio Public Employees?
Yes, they specialize in financial planning for Ohio Public Employees, including strategies for DROP or PLOP, and understanding the Windfall Elimination Provision and Government Pension Offset on retirement income.
What services does Three Creeks Capital Management offer?
They provide Financial Planning (Retirement Planning, Investment Strategy Development, Tax Planning), Portfolio Management (Investment Portfolio Review, Risk Assessment, Asset Allocation Strategy), Client Communication (Monthly Check-ins, Quarterly Reviews, Annual Financial Review), and Comprehensive Financial Coaching (Budget Creation and Management, Life Goals Financial Planning, Debt Management Solutions).
What are the business hours for Three Creeks Capital Management?
Their hours are as follows: Monday: 8:00 AM - 5:00 PM, Tuesday: 8:00 AM - 5:00 PM, Wednesday: 8:00 AM - 7:00 PM, Thursday: 8:00 AM - 5:00 PM, Friday: 8:00 AM - 5:00 PM, Saturday: Closed, Sunday: Closed.
Can I expect personalized financial coaching at Three Creeks Capital Management?
Yes, they offer comprehensive financial coaching, including budget creation, life goals financial planning, and debt management solutions, ensuring tailored guidance to meet individual client needs.
How does the team at Three Creeks Capital Management support clients with retirement planning?
The team assists clients in developing effective retirement plans by evaluating payment options and addressing the impact of pension provisions, ensuring clients are well-prepared for their financial future.
Where is Three Creeks Capital Management located?
778 Northwest Blvd, Columbus, OH 43212, USA

Location & directions

Columbus, Ohio
Three Creeks Capital Management
Wealth Management Companies
Address
778 Northwest Blvd, Columbus, OH 43212, USA
Hours
Closed Now
Three Creeks Capital Management Reviews · 5.0 average
1 Reviews
G Google 16
D
Diane
We've worked on our financial plan with Todd for 16 years and now we are able to retire securely and well set for our "golden" years. This company has provided compassionate, personal care and ensured our finances were ready for our retirement. We can't say enough good things about Todd (and have thoroughly enjoyed meeting Ryan during our recent visits, too). Integrity, knowledge and and expertise is found at Three Creeks Capital Management.

Alternatives to Three Creeks Capital Management

See all Best Wealth Management Companies in Columbus →