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
- Website
- creativewealthllc.com
- Industry
- Financial Services
- Employees
- 35
- Founded
- 2006
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Zora Philips | Certified Public Accountant at Creative | Capron, Virginia, United States |
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| Lauren Rivera | VP of Client Services at Creative | Hauppauge, New York, United States |
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| Daniel Kresh, Cfp® | Helping People Turn Good Incomes |
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|
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| Michael D. Kresh, Cfp® | A Better Environment for Your | Islandia, New York, United States |
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|
Employees by Management Level
Individual contributor
3 profiles
VP / Head
1 profile
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