Client satisfaction is our number one priority.
Here is what some of our clients have to say about their experience with us:
"CFI has built a trust with our staff and families....There is peace of mind that we are covered at the
best price possible with the needs of our group.”
“Creative Financial Insurance Services is wonderful to work with. Jim Roesch is accessible, personable, and professional! And they have consistently found options to save us money while still providing high quality insurance plans to our staff. I recommend them to everyone I know!
“Jim is a true professional. If you are looking for health insurance, whether individual/group or help with Medicare he is the man. I work with Jim for all my client's needs.”
“I have known Jim Roesch personally and professionally for several years now. He is my local ‘go to’ source for individual health insurance, group health insurance and Medicare supplemental policies.
Since the laws change so quickly, you need a professional committed to continued education. Jim, his office and his staff exceed expectation. Even though they are in the Delaware, OH area, Creative Financial serves Columbus, Central Ohio and even the entire State of Ohio!
When seeking the services of an insurance agent, nothing speaks higher than a solid recommendation of another insurance professional. I highly recommend Jim and his office. They take the time to explain the complicated things in a way to make them understandable. Make them your first call!”
"My (five star) rating is based on the responsiveness of the CFI team, the feeling of partnership that they create with clients and the knowledge they bring to the table. My experience with other brokers has highlighted for me how much Sarah Fisher goes above and beyond for clients. Sarah doesn't just secure a plan for the client. She proactively communicates what the plan changes might mean for the employees who will be experiencing the new coverage and works with the employer, or, in my case, the consultant, to make sure that all have a clear idea of how the new coverage may translate into a new experience for the employee, basically helping people understand what their experience will look like with the new plan. She makes sure there are no surprises."
“Jim and his staff are great to work with. All of our questions are answered promtly which seems unusual in this business and we definitely trust they are understanding our needs and recommending the products that fit our growing small business.”
“Creative Financial Insurance has been providing group benefits to our company for many years. Jim and his staff are very knowledgeable and always provide excellent customer service! Highly recommend Creative Financial Insurance!”
"Very timely, knowledgeable, pleasant. Choosing an insurance plan can be overwhelming but, this group of individuals are extraordinary!!!!! I've never felt as though I was steered the wrong direction I've never had any problem with my insurance. I'm constantly referring others!!!!. Mr. Whitmore sold me with this group and I've been totally satisfied.”
“Jim Roesch and Creative Financial have been a great resource for me over the past 10 years. Jim has provided me with solid advice and direction in a frustrating (but necessary) field. He has helped me be a better medical shopper and has given me a understanding of the insurance market. I have received exceptional customer service from Creative Financial, solid advice for my company's and family's current and future needs.”
"Brianna is always very professional & bends over backwards to find the right insurance to meet your needs. She took the time to compare numerous plans and explain the differences in detail. Making a complex choice clear & easy."
“Jim was able to clear up areas when my 1st medicare advantage plan representative wouldn't answer my calls. He had us come in and went through my entire plan item by item, also confirming that my plan was the best for me. Jim was recommended to me and I would highly recommend him to others!”
– Julie J.
"Good recommendations, didn't feel a product was being pushed based on commission. Responsive."
"Excellent communication and conscientious care of customers."
“Creative Financial is a great business to work with. Everyone is so thoughtful and willing to help. Jim's sincere honesty & integrity is what keeps us returning. It's located in a convenient area which also is great!”
“It is a rare thing to have total trust in a service, particularly one as important and complicated as health insurance. Jim and his staff have had my health insurance back for a dozen years. They take care of me 100%- insurance, especially Medicare, is hard to navigate. I don't have to. Jim and his staff do it all for me. They have never let me down, never had anything but my best interests in mind and are always professional and so well-informed. I encourage anyone to partner with Creative Financial- you'll sleep better knowing that you're in great hands. Thank you to Jim and his staff!!”
“Creative Financial have staff members that are knowledgeable about the Social Security Supplemental Insurance. They have saved me and family members money on our policies. I recommend them to friends and family.”
"Sarah and her team are very knowledgeable about the insurance products, and they are very prompt in responding to client questions and or requests."
"The knowledge, helpfulness and professionalism of the team is amazing. The team, especially Sarah Fisher and Brianna Beveridge, cares about us as their clients and they provide truly meaningful and spot on options/solutions to individual and varied healthcare needs. My husband and I have been working with Sarah for years and through various insurance circumstances and each time has yielded excellent outcomes. We were introduced by Sarah and began working with Brianna this year. Also a value added service."
“The staff members at CFI are prompt, professional, courteous, and extremely knowledgeable! Their excellent customer service makes me confident in the choices for coverage they helped me enroll in. The above and beyond help I get from them is greatly appreciated!”
“Jim and his team are professional, reliable, and knowledgeable when it comes to insurance. More than that, they feel like friends the first time you talk to them. Creative Financial is all about options and getting the most for your money. Highly recommended -- come to them when you need to be insured and want outstanding service, besides.”
“I have depended on Jim Roesch for my insurance needs for the past 11 years. His guidance through the whole, complicated medicare sign up process was invaluable. Every year Jim reviews my needs and helps me find just the right coverage. Jim is knowledgeable, professional and always available to answer my questions. Friends I have referred to him, cannot say enough great things about him and the staff at Creative Financial Services.”
Briana Beveridge was extremely, efficient, friendly, patient, and clear in explaining our Medicare options.
“The Creative Financial Service team is exceptional. I have had nothing but positive dealings with them. They are responsive, professional, and knowledgeable. They do their absolute best to be sure their clients get the best possible coverage for the best value.”
“Very professional agency with the clients best interests as their top priority.”
"Sarah has been phenomenal in providing us with the best benefit packages. She onboards all of our new employees and answers all benefit information in a way that is easy for all to understand."
"I've known Jim since 2000. He has always provided excellent customer service. First at the company I worked for at the time. He was at our company so much, that he was invited to our Christmas parties. Then as my husband and I retired, he has helped with medical and life insurances for us both. Would highly recommend Jim and Creative Financial"
"Creative Financial Insurance and especially Mr. Roesch has been a godsend. I have several medical needs, medications and doctors, but every year he helps me decide on what’s best for my health. He takes time to explain and reassure me that our choice is best. He also is willing to help with all my insurance concerns. The office staff are professional and kind. I have been a customer over five years and will continue to be."
"Sarah Fisher has always quickly responded to all of our questions regarding health care insurance in a very friendly manner. Since we retired at age 58, we needed help finding reasonable health care until we qualify for Medicare. Sarah recommended options which met all of our needs. We have been very happy with our health insurance over the last 2 years. I have recommended Sarah to several friends who are approaching retirement."
"Jim and Belinda are available to answer our questions anytime! If more research/details were needed, they are quick to follow up and always sure things are completed. That's huge for us, as a small business, we know they have us covered."
Brianna at Creative Financial was very helpful when choosing my Medicare Advantage Plan.