Creutzer Financial Services

At Creutzer Financial Services, LLC, we understand that financial planning can be overwhelming, especially when it comes to navigating the complexities of retirement, estate, and investment management. That's why our team is dedicated to providing personalized guidance and expertise to help you achieve your financial goals.

Our Commitment to You

Our commitment is your peace of mind. We believe that every individual deserves a tailored approach to financial planning, which is why we take the time to get to know you and your unique needs. Our process is designed to provide a comprehensive understanding of your financial situation, allowing us to create strategies that are tailored to your goals and objectives.

Our History

With years of experience guiding individuals and business owners through life transitions, we have developed a deep understanding of the importance of trust, honesty, and integrity in financial planning. Our team is committed to living by these values every day, ensuring that you receive the highest level of service and guidance.

Our Services

At Creutzer Financial Services, LLC, we offer a wide range of services designed to help you achieve your financial goals. From retirement planning and estate planning to investment management and insurance, we provide expert guidance and support to help you make informed decisions about your financial future. Our services include:

• Retirement planning: We help you navigate the complexities of retirement planning, including Social Security retirement income planning and federal employee benefits planning.
• Estate planning: We provide guidance on estate planning fundamentals, including wills, trusts, and probate avoidance.
• Investment management: We offer expert investment management services, including portfolio management and wealth accumulation strategies.
• Insurance: We provide guidance on insurance options, including life insurance, disability insurance, and long-term care insurance.
• Tax planning: We help you navigate the complexities of tax planning, including tax preparation and tax optimization strategies.

Meet Our Team

Our team is led by Fred Creutzer, a seasoned financial professional with years of experience guiding individuals and business owners through life transitions. Fred is a regular community educator and contributor to WBAL-TV, providing timely financial information and guidance to the greater Baltimore area. He is also a regular contributor to various workshops and seminars, focusing on Social Security retirement income planning and estate planning fundamentals.