Creative Wealth Management, LLC
Company

Creative Wealth Management, LLC

Financial Services 1377 Motor Pkwy 35 employees
Employees
35
Contacts
1
Emails
1

Creative Wealth Management, LLC Overview

Headquarters
1377 Motor Pkwy
Industry
Financial Services
Employees
35
Founded
2006
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Creative Wealth Management, LLC

We take pride in combining the wisdom of multiple generations, working together to craft innovative financial solutions. From young professionals starting families to retirees planning legacies, the father son advisor team of Mike Kresh, CFP® and Dan Kresh, CFP® know you, because they are you. We specialize in navigating the unique challenges and opportunities faced by families and businesses working together over decades. We ensure that your goals and values remain at the heart of our collaborative approach. We strive to provide value to individuals from all walks of life with financial knowledge. Whether you’re a client seeking our advisory services or someone seeking educational resources, we are committed to making a positive impact on your financial journey. Important Disclosures: Creative Wealth Management, LLC 1377 Motor Parkway Suite 205 Islandia, NY 11749 (631) 232-9170 Michael D. Kresh and Daniel S. Kresh are Registered Representatives of and offer securities products and services through Commonwealth Financial Network. Member FINRA/SIPC, a registered broker-dealer. The Financial Advisor associated with this profile(website) may only discuss or transact business with residents of states in which they are properly registered. No offers may be made or accepted from any resident of any other state. Please check FINRA’s Broker Check for a list of current registrations. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed Insurance products and services are separate from and not offered through Commonwealth Financial Network®. Investment in securities involves risk, including the potential loss of principal invested. Material presented is not intended as specific investment advice. Please consult a qualified investment professional. https://www.commonwealth.com/terms-of-use

Creative Wealth Management, LLC Contact Details

People in AeroLeads
4
With contact data
1
Email contacts
1
25.0% coverage

Creative Wealth Management, LLC Org Chart

Sample employees and titles
Name Title Contact
Zora Philips Certified Public Accountant at Creative
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Lauren Rivera VP of Client Services at Creative
Email
Daniel Kresh, Cfp® Helping People Turn Good Incomes
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Michael D. Kresh, Cfp® A Better Environment for Your
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Employees by Management Level

Individual contributor 3 profiles
VP / Head 1 profile

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