Susan Creasy Financial Inc.
54Developing621 Norris Ct #5, Kingston, ON K7P 2R9, Canada
About
Susan Creasy Financial Inc. provides financial planning, retirement planning, estate planning, investment management, and insurance services to individuals and business clients in Kingston, Ontario.
Senior Care Path Summary
Susan Creasy Financial Inc. works with clients to create personalized financial plans centred on retirement goals, estate planning, and protecting against financial risk through life and disability insurance. The firm takes time to educate clients on their options and provides ongoing annual reviews to ensure plans continue to meet their needs. An initial consultation is offered free of charge.
The team helps clients review current investments, develop retirement and estate strategies, and implement insurance solutions. They also assist with managing family members' finances during challenging times. The firm operates from Kingston and is available for in-person meetings Monday through Friday, with evening and weekend appointments available by request.
Editorial summary by Senior Care Path based on verified listing data, last reviewed 2026-07-07.
Who This Provider Is Best For
- Individuals planning for retirement
- Families managing financial transitions
- Seniors reviewing investment performance
- Those seeking estate planning guidance
Conditions & Needs Supported
Fees & Payment
Photo Gallery
Photos via Google Maps
Google Reviews
View all on Google5.0
1 Google reviews
Summary of Google Reviews
Summarized by Senior Care Path from Susan Creasy Financial Inc.'s Google rating and recent reviews. Confirm specifics with the provider.
Susan Creasy Financial Inc. holds an excellent 5.0-star rating across 1 Google reviews.
Services
Licenses & Registrations
Verifying professional registration
There is no single national licence for financial advice in Canada, but the Certified Financial Planner (CFP) designation signals recognized training and standards. You can verify a CFP professional's certification through the national body.
Associations & Accreditations
Languages Supported
- English
Frequently Asked Questions
What services does Susan Creasy Financial Inc. offer?
Susan Creasy Financial Inc. is a financial planning provider in Kingston, Ontario. Listed services include Financial Planning. Confirm the specific treatment or support you need directly with the clinic before booking.
What languages does Susan Creasy Financial Inc. speak?
Staff at Susan Creasy Financial Inc. are noted as speaking English. If a specific language matters for you or your parent, confirm availability for the appointment time you need.
How do I book an appointment with Susan Creasy Financial Inc.?
You can call Susan Creasy Financial Inc. directly at (613) 384-1880, or send a request through this page and a Senior Care Path advisor can help you connect and compare financial planners in Kingston. It is free, with no pressure.
Is Susan Creasy Financial Inc. verified by Senior Care Path?
This listing shows a Senior Care Path Confidence Score based on public trust signals like the Google rating, review volume, website, and phone. Clinics can claim their listing to verify credentials and add details. Always confirm current registration with the relevant regulatory college before booking.
Location
621 Norris Ct #5, Kingston, ON K7P 2R9, Canada
Also serves
- Kingston, Ontario