With over 40 years of industry experience, Creative Wealth Solutions has the expertise to provide trusted guidance in the areas of Protection, Retirement, Investment and Estate Planning. Our team will provide a customized & comprehensive financial strategy that focuses on your unique situation.
Our planning process includes a holistic approach to evaluating your goals and your values. Our team of advisors will help make the complex simple to understand, and the goals achievable.
Jason Bourque, Blair Breton, Victoria Barek, William Charrier offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.
Jason Bourque, Blair Breton are Financial Advisers offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. Jason Bourque, Blair Breton, Victoria Barek, William Charrier are also licensed as an Agents with New York Life Insurance Company and a Registered Representatives of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency.
Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.
Jason Bourque, Blair Breton, Victoria Barek, William Charrier are not licensed in all jurisdictions. Neither Creative Wealth Solutions and Insurance Services, LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.
Creative Wealth Solutions and Insurance Services, LLC is not owned or operated by New York Life Insurance Company or its affiliates.
Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of others.
Company Details
- Employees
- 8
- Address
- 101 Accord Park Dr, 201,united States
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- creativewealthsolution.net
- HQ
- Norwell, Massachusetts
Creative Wealth Solutions & Insurance Services, Llc Questions
Creative Wealth Solutions & Insurance Services, Llc's website is creativewealthsolution.net
Creative Wealth Solutions & Insurance Services, Llc's LinkedIn profile is https://www.linkedin.com/company/creativewealthsolutions
Creative Wealth Solutions & Insurance Services, Llc has
8 employees.
View email and phone details for 8
employees at Creative Wealth Solutions & Insurance Services, Llc.
Creative Wealth Solutions & Insurance Services, Llc's industry is
Investment Management
Creative Wealth Solutions & Insurance Services, Llc's top competitors are
Prowealth Llc,
Global Interconnect, Inc. (Gii),
Roger Keith & Sons Insurance Agency,
Camden National Bank,
Bar Harbor Bank & Trust,
Corey C. Griffin Foundation,
Armitage Advisors,
Profexa Talent Advisory And Career Coaching,
Fiduciary Wealth Partners,
Groe Advisors Llc.
Creative Wealth Solutions & Insurance Services, Llc's categories are Investment Management
