Creative Financial Group

  • Financial Services
  • Newtown Square PA
  • 343 employees
  • Financial Services
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Company Overview

Headquarters
16 Campus Blvd., Newtown Square PA
Website
1creative.com
Phone
(302) 738-0888
Employees
343
Founded in
1976
Industry
Financial Services
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Financials & Stats

Revenue

$100B

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Who is Creative Financial Group

Creative Financial Group is a registered investment advisory firm based in Newtown Square, Pennsylvania. Founded in 1976, the company has grown to employ 343 people and generates an annual revenue of $100 million. Creative Financial Group provides comprehensive financial planning and investment advisory services to a diverse clientele, including entrepreneurs, business owners, individuals, families, and multi-generational family businesses. Their holistic approach recognizes that clients' financial needs extend beyond investment objectives, encompassing a wide range of personal and business goals. The firm prides itself on its ability to adapt to evolving client demands and market conditions. Creative Financial Group emphasizes access to its intellectual capital, helping clients navigate complex financial landscapes and make informed decisions. For more information about Creative Financial Group and its services, please visit their website at 1creative.com or contact them at 610.325.6100. Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Members SIPC (www.SIPC.org). Their address is 16 Campus Boulevard, Newtown Square, PA 19073.

Company Leadership

Joseph Naselli

Managing Partner

Phone Email
Lee Zuber

Executive Vice President and Partner

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Christopher Furrule

Chairman, CEO, General Agent

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Keith Soltis

Managing Partner / General Agent

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Fran Naselli

Managing Partner

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Creative Financial Group Industry Tags

Personal Financial Planning
Estate Planning
Wealth Management
Business Owner and Executive Planning
Investment Management
Protection Products
Financial Services
Financial Advisory Services
Investment Banking Asset Management
Finance
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Creative Financial Group Tech Stack

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Companies Similar to Creative Financial Group

Analyze industry trends and opportunities by examining competitors and companies comparable to Creative Financial Group, including their performance metrics, financials, growth dynamics, and competitive benchmarks.

Company Name Revenue Number of Employees Location Founded in
100M 193 West Palm Beach, FL 1993
100M 548 Uniondale, NY 1929
100M 386 Naperville, IL 1977
100M 50 Mount Laurel, NJ 1997
100M 257 Harrison, NY
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FAQ

What is the location of Creative Financial Group's headquarters?
The headquarters of Creative Financial Group are situated at 16 Campus Blvd., Newtown Square PA
What is Creative Financial Group's phone number?
Creative Financial Group's contact number is (302) 738-0888.
What is Creative Financial Group's official website?
The official website of Creative Financial Group can be found at 1creative.com.
What is Creative Financial Group's current revenue?
As of June 2018, Creative Financial Group's annual revenue reached $100B.
How many employees does Creative Financial Group currently have?
Creative Financial Group employs approximately 343+ people as of June 2018
Which industries is Creative Financial Group primarily operating in?
Creative Financial Group operates in the following industries: Finance, Credit
Who is the Managing Partner of Creative Financial Group?
Creative Financial Group's Managing Partner is Joseph Naselli
What are Creative Financial Group's industry tags?
Creative Financial Group's industry tags include: Personal Financial Planning, Estate Planning, Wealth Management
When was Creative Financial Group founded?
Creative Financial Group was founded in 1976.

Employee Directory

Key Employees

Dominic Nappi

Managing Partner

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Robert Kaplan

Financial Service Representative.

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Robert Hagenberg

COO, CFG

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Janis Scibello

Agency Controls Coordinator

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LaShelle Curcio

Personal Marketing Assistant

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Jenine Maguire

Financial Planning Consultant

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