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Three Creeks Capital Management
Three Creeks Capital Management: Pension-savvy, personalized retirement planning with trusted guidance.
5
Insurance
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Three Creeks Capital Management: Pension-savvy, personalized retirement planning with trusted guidance.
Three Creeks Capital Management in Columbus, Ohio offers personalized financial guidance and retirement planning with a focus on pension systems like STRS and OPERS. Clients value the team's listening, tailored recommendations, and proactive, responsive communication. The firm emphasizes long-term relationships and ongoing support to help families navigate retirement decisions.
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Customized strategies for educators and retirees, including STRS and OPERS pension optimization.
Personalized portfolio management to build safer, tax-efficient investments aligned with your goals.
One-on-one advice on estate planning, savings, and long-term financial health with responsive support.
Guidance on insurance options to protect your assets and provide security for your family.
Assistance in managing and planning your estate to ensure a smooth transition for loved ones.
Overall rating
Rick E.
A cut above the rest, Todd has built his company the old fashion way - Hard work, expertise in his field, and integrity of character throughout. Best financial advisor I have ever known.
Carol Albright
Three Creeks offers personalized and successful financial planning services. We trust and respect Todd's recommendations. Would definitely recommend.
Mark Wewers
Always gives his best. Thorough advice and personal attention to our specific needs. He’s impressive.
Bryan Albright
We have trusted Todd and his team with our financial decisions for over 15 years. He is extremely knowledgeable in all areas pertaining to our finances, and always available to answer questions and offer professional guidance.
Sherry Abbott
This was our Annual review with Todd who provided great feedback on past account performance and recommendations for the upcoming year to enhance account performance for 2026 The QCD information was also very helpful for tax advantages as well.
vesta daniel
As usual, Todd was thorough and insightful while offering an excellent plan for the future. His manner is engaging and he listens very well, which is very much appreciated. I strongly recommend the service that his company provides.
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