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@cfg.nef.com
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3 phones found area 610
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Paul Montefiore Jr., Chfc®, Clu® is listed as Financial Advisor at Creative Financial Group at Creative Financial Group, a with 197 employees, based in Newtown Square, Pennsylvania, United States. AeroLeads shows a work email signal at cfg.nef.com, phone signal with area code 610, and a matched LinkedIn profile for Paul Montefiore Jr., Chfc®, Clu®.
Paul Montefiore Jr., Chfc®, Clu® previously worked as Financial Advisor at Creative Financial Group and Merchandiser & Counselor at The Scotts Miracle-Gro Company. Paul Montefiore Jr., Chfc®, Clu® holds Clu® Designation, Finance, General from The American College Of Financial Services.
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AeroLeads found 1 current-domain work email signal for Paul Montefiore Jr., Chfc®, Clu®. Compare company email patterns before reaching out.
My name is Paul Montefiore and I am a Financial Advisor with the Creative Financial Group, located in Newtown Square, PA. I am a graduate of Ursinus College with a degree in Business and Economics and a minor in Media and Communications. In addition, I am the Treasurer of UNICO Greater Philadelphia Chapter. My main focuses include personal wealth management and corporate financial solutions. I also assists professionals and executives in identifying appropriate ways to meet their current and future financial goals.Specialties: Professional Services Include: Business Continuation & Estate Conservation Strategies, Personal Financial Strategies, Retirement Planning Strategies, Life Insurance, Disability Income Insurance, Executive Compensation Plans, Wealth Distribution/Tax Efficient Strategies, Wealth Accumulation Strategies, Charitable Giving Strategies, Long Term Care Planning & Insurance,and Employee BenefitsI am a registered representative of and offers securitiesand investment advisory services and financial plans through MML Investors Services,LLC. Member SIPC. (www.SIPC.org). Address 16 Campus Blvd. Newtown Square,PA 19073 [610-325-6100].
Listed skills include Disability Insurance, Financial Planners, Finance, Estate Planning, and 45 others.
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Newtown Square, Pa
My work focuses on helping individuals and business owners identify appropriate ways to meet their current and future financial goals. I focus on, but am not limited too, personal wealth management and corporate financial solutions.
The Retail Sales Merchandiser and Product Counselor is responsible for providing world-class store service to our retail partners. This includes merchandising Scotts' products in the partner stores, in-store consumer counseling, executing store sets and constructing promotional materials. Consumer counseling responsibilities consist of educating our consumers and retail customers on the selection and use of Scotts products as appropriate. This role works closely with the Sales Manager and store personnel to provide input and feedback on sales related issues, opportunities and inventory needs.
Other employees you can reach at creativefinancialgroup.com. View company contacts for 197 employees →
Rob M
Colleague at Creative Financial GroupNewtown Square, Pennsylvania, United States
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JS
Jeffrey Shapiro
Colleague at Creative Financial GroupNeptune, New Jersey, United States
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Joseph Hughes, Chfc®
Colleague at Creative Financial GroupPrinceton, New Jersey, United States
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Karen Wright
Colleague at Creative Financial GroupGreater Philadelphia, United States
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Eric Sharpe
Colleague at Creative Financial GroupGreater Philadelphia, United States
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Garrett Mayhart
Colleague at Creative Financial GroupNewark, Delaware, United States
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JM
Jake Myers, Chfc®
Colleague at Creative Financial GroupWest Chester, Pennsylvania, United States
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Tyler Frazee
Colleague at Creative Financial GroupNewtown Square, Pennsylvania, United States
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Tyler Dunn
Colleague at Creative Financial GroupJackson, New Jersey, United States
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Ohene Biney
Colleague at Creative Financial GroupTrenton, New Jersey, United States
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Quick answers generated from the profile data available on this page.
Paul Montefiore Jr., Chfc®, Clu® works for Creative Financial Group.
Paul Montefiore Jr., Chfc®, Clu® is listed as Financial Advisor at Creative Financial Group at Creative Financial Group.
AeroLeads has found 1 work email signal at @cfg.nef.com for Paul Montefiore Jr., Chfc®, Clu® at Creative Financial Group.
AeroLeads has found 3 phone signal(s) with area code 610 for Paul Montefiore Jr., Chfc®, Clu® at Creative Financial Group.
Paul Montefiore Jr., Chfc®, Clu® is based in Newtown Square, Pennsylvania, United States while working with Creative Financial Group.
Paul Montefiore Jr., Chfc®, Clu® has worked for Creative Financial Group and The Scotts Miracle-Gro Company.
Paul Montefiore Jr., Chfc®, Clu®'s colleagues at Creative Financial Group include Rob M, Jeffrey Shapiro, Joseph Hughes, Chfc®, Karen Wright, and Eric Sharpe.
You can use AeroLeads to view verified contact signals for Paul Montefiore Jr., Chfc®, Clu® at Creative Financial Group, including work email, phone, and LinkedIn data when available.
Paul Montefiore Jr., Chfc®, Clu® holds Clu® Designation, Finance, General from The American College Of Financial Services.
Paul Montefiore Jr., Chfc®, Clu® is listed with skills including Disability Insurance, Financial Planners, Finance, Estate Planning, Retirement Planning, Financial Services, Sales, and Investments.
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