Creative Financial Group

Creative Financial Group

Financial Services Newtown Square, Pennsylvania, United States 354 employees
Employees
354
Contacts
3
Emails
3
Phones
2

Creative Financial Group Overview

Headquarters
Newtown Square, Pennsylvania, United States
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
354
Founded
1976
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Creative Financial Group

CREATIVE was founded in 1976, when the firm’s founding partners recognized that entrepreneurs, business owners, individuals and their families, and multi-generational family businesses had lifetime and legacy objectives encompassing both financial and non-financial needs. Over the past forty years, CREATIVE has built a strong, lasting reputation rooted in our ability build relationships and deliver value to our clients, their families and their businesses. The foundation of a sound financial vision begins with competent, objective advice. While many firms focus on a single aspect of a client’s overall plan, CREATIVE utilizes a holistic approach. We understand that our clients face challenges involving far more than just meeting investment objectives. As our clients’ needs evolve, so too has CREATIVE’s services, people and core competencies. Having the right process and capabilities to meet changing client demands is a vital part of our firm’s mission. Access to our intellectual capital helps clients navigate changing market and business environments. Visit us at 1creative.com Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Members SIPC (www.SIPC.org). 16 Campus Boulevard, Newtown Square, PA 19073 610.325.6100.

Creative Financial Group Contact Details

People in AeroLeads
3
With contact data
3
Email contacts
3
100.0% coverage
Phone contacts
2
66.7% coverage

Creative Financial Group Org Chart

Sample employees and titles
Name Title Contact
Howard Silfen Financial Professional
Email
Ben Skupp, Chfc®
Email Phone
Alessandra Nicolas Transformational Leader in Financial
Email Phone

Employees by Management Level

Individual contributor 12 profiles
Director 8 profiles
Senior / Lead 7 profiles
Manager 6 profiles
Associate / junior 3 profiles
Executive 1 profile

Department Contact Coverage

Department Contacts Email Phone
Executive 8 8 3
Finance 7 7 4
Sales 5 5 1
General 5 5 0
IT 1 1 1
Healthcare 1 1 0

Creative Financial Group Tech Stack

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