Jeff has been great to work with and is always quick to answer questions and provide guidance and direction when needed. We thought we were on the right path already but Jeff really helped us define our goals and get us moving in the right financial direction. Would not hesitate to highly recommend him to anyone.

Jeff helped get us on track with spending, budgeting, and saving, and helped provide us with the tools we needed to make progress towards our goals. He exhibited excellent communication skills, did research on things we didn't know where to find information on, provided clear, concise presentations of his finding, and thoroughly informed us of how our decision making with rather ambiguous details from us would impact our financial plans. I highly recommend working with Jeff if you need advice on how to take control of your finances, learning how to manage your money, make wise investment decisions, and work toward your goals. Jeff is also very personable, and you can be sure to have a positive interaction with him. Money well spent!

I highly recommend Jeff as a financial planner. His extensive experience, impressive qualifications, and genuine dedication to helping people achieve financial independence set him apart in the industry. With nearly two decades of experience evaluating investments, retirement plans, and insurance offerings, Jeff has the knowledge and expertise to navigate even the most complex financial situations. His CERTIFIED FINANCIAL PLANNER™ and Certified Student Loan Professional designations demonstrate his commitment to staying up-to-date with the latest financial strategies and solutions. What I appreciate most about Jeff is his approachable and caring demeanor. He takes the time to understand each client's unique goals and challenges, and develops personalized plans to help them make positive financial decisions early on. His focus on helping individuals and families become financially independent, rather than just catering to those who are already wealthy, is a testament to his integrity and passion for his work. Beyond his professional achievements, Jeff is a cool individual with diverse interests. From playing classical and rock piano to weightlifting and public speaking, he brings a clear and focused mind to his client meetings. As a family man himself, he understands the importance of balancing financial planning with enjoying life's precious moments. I enjoy all our meetings and all his stories! If you're looking for a trusted advisor who will put your best interests first and help you create a solid financial foundation for your future, I wholeheartedly recommend Jeff at Create Wealth Financial Planning.

My husband and I have been clients of Jeff's for approximately 3 years and by far this has been the smartest financial move we've ever made. Jeff takes the worry and hard work out of personal finances. He is extremely communicative and places our financial interest as his top priority. He is always there for us. He is a family man and is well versed in the world of finances, both in maintenance of money and throughout our retirement years. You will be doing yourself a disservice if you don't consider his valuable advice and services.

With so many people out there who want provide financial services it can be overwhelming to select someone who is not only competent, but also trustworthy. Fortunately, you get both of these important traits with Jeff and much more. Jeff is easy to talk to, asking intelligent questions throughout the process to fully understand your financial goals, responsive, thorough, and passionate about helping his clients. By the end of our planning process we felt much more confident based on the scenarios and plans Jeff was able to produce. We'd highly recommend anyone in need of financial services to reach out to him.

Jeff McDermott is simply best in class for financial advisor services. He is very detailed oriented and dedicated to creating the right plan for each client. Extremely customer focused. Highly recommend.

Jeff has been invaluable to me so far as a financial advisor. He is an excellent communicator, reliable, considerate, and helpful, and generous with his time and energy. I feel confident about his ability to manage my money and look after my financial interests. I can't say enough good things about him.

We have challenged Jeff with a variety of questions and goals over the last year, and he has been a wise and helpful advisor with patience and sound advice.

I have been a DIY investment guy for the past 25 years, partially because I really enjoy it, but also because I never felt comfortable that an advisor would have my best interests at heart. Then I meet Jeff through a family member and learned how he is a true fiduciary both legally and more importantly because of his integrity. This became obvious as we worked together to consolidate my many retirement accounts that were spread out over several companies. Long story short, he advised me to move the largest account worth almost a million into my company 401k rather than an account he would receive commission, because the 401k fees were lower. I trust actions more than words and this showed me everything I needed to see. Thank you Jeff and I look forward to a long relationship together.

We've been working with Jeff for over two years now and he's been amazing for us. Getting married, starting a family and combining lives is stressful enough so having someone be able to help us make smarter decisions with our money has been a lifesaver. We took a very passive approach to investing previously because candidly we felt a bit lost with all the options available to us. Jeff helped simplify it for us and catered a plan specifically to what we were looking for as we grew our family. Can't thank him enough and definitely go to sleep at night not worrying about what we should be doing with our investments anymore.

I have been working with Jeff as my financial advisor, and I couldn’t be happier with the results. Jeff’s knowledge and expertise in the financial industry are truly impressive. He took the time to understand my specific financial goals and created a tailored plan that aligned perfectly with my needs. What sets Jeff apart is his ability to explain complex financial concepts in a way that is easily understandable. He patiently answers all my questions and makes sure I feel confident in the decisions we are making together. Jeff is always available to address any concerns or provide guidance, which makes me feel supported and valued as a client. Overall, I highly recommend Jeff as a financial advisor. His expertise, dedication, and personalized approach make him a trusted partner in achieving financial success.

I don't know who I appreciate more- my kids who recommended Jeff or Jeff for wrangling my finances for an early-ish retirement! Jeff's patience with our 10,000 questions, his overall understanding of our financial picture and his ability to present it with such clarity has changed the dread of finances to a bit of a thrill. Highly recommend him to help navigate a path to financial goals and ease. I only wish I had him 30 years ago!

Jeff deserves high praise. He's consistently demonstrated thoroughness, responsiveness, and showcased exceptional knowledge of not only the marketplace, but our personal financial plan. Beyond reliable choice for anyone seeking expert financial guidance. HIGHLY recommend.

This is not your parents financial planning. Jeff takes a contemporary approach to financial planning that is refreshing and serves your needs in a new way. Jeff has listened to our aggressive goals and has given us the advice and assistance we need to be well on our way to achieving them. We highly recommend.

We’ve been working with Jeff for past two years and he helped us create and manage a financial plan. He crafted an investment portfolio around our goals and values and has enthusiastically dug into every question (mortgage, healthcare, estate planning, etc.) we’ve had. Highly recommend!

Jeff at Create Wealth has done an amazing job really listening to our financial goals and helping us take steps to achieve them! He has helped us with diversifying our portfolio, come up with plans to aid in debt management, and retirement and life planning.

We have been working with Jeff for about 2 years. We had never worked with a financial advisor and he helped us evaluate our current financial situation and develop a plan for short term and long term financial goals. Over the past 2 years, he has regularly checked in to make sure our plan is still applicable and modify when needed. I would highly recommend Jeff to anyone looking for an honest and knowledgeable advisor.