Rod Carroll, Financial Adviser

As a Financial Adviser and CERTIFIED FINANCIAL PLANNER™ at Creative Financial Centre, I help people define their financial goals. I then develop plans and determine investment portfolios to move them toward those goals.

While developing a customized financial program, I will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, I will customize appropriate strategies to suit your vision and objectives. I can help you execute a sound financial program using the following products and services: 

•Tax management 

•Investment management 

•Retirement strategies 

•Estate conservation 

•Insurance and annuity products

At Creative Financial Centre, we are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them when we provide you with sound financial information.

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

Please call us if you have any questions about our firm or the range of financial products and services we provide.