Financial Planning

Susan Creasy Financial Inc.

54Developing

621 Norris Ct #5, Kingston, ON K7P 2R9, Canada

5.0(1 Google reviews)on Google

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

Photo Gallery

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Google Reviews

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5.0

1 Google reviews

See all 1 reviews on Google

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

Not listed yet. to add licenses & professional 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

Not listed yet. to add professional associations & accreditations.

Languages Supported

  • English

Location

621 Norris Ct #5, Kingston, ON K7P 2R9, Canada

Also serves

  • Kingston, Ontario
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