Creative Financial Group
CREATIVE was founded in 1976, when the firm’s founding partners recognized that entrepreneurs, business owners, individuals and their families, and multi-generational family businesses had lifetime and legacy objectives encompassing both financial and non-financial needs. Over the past forty years, CREATIVE has built a strong, lasting reputation rooted in our ability build relationships and deliver value to our clients, their families and their businesses. The foundation of a sound financial vision begins with competent, objective advice. While many firms focus on a single aspect of a client’s overall plan, CREATIVE utilizes a holistic approach. We understand that our clients face challenges involving far more than just meeting investment objectives. As our clients’ needs evolve, so too has CREATIVE’s services, people and core competencies. Having the right process and capabilities to meet changing client demands is a vital part of our firm’s mission. Access to our intellectual capital helps clients navigate changing market and business environments. Visit us at 1creative.com Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Members SIPC 16 Campus Boulevard, Newtown Square, PA 19073 610.325.6100.
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Verified contacts
200
available on Kipplo
LinkedIn employees
364
201 to 500 range
Open roles
—
no listings
Distinct roles
132
indexed titles
Tech stack
3
tools in use
Monthly traffic
699
organic / mo
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Decision-makers and verified team members
200 contacts with verified email or phone · masked until revealed.
- HS
H. Scott Trotter
Senior Partner, Financial Services Representative, Financial Advisor · Finance & Accounting
EmailPhone - JF
James F. Burns
Financial Advisor i Managing Director · Finance & Accounting
EmailPhone - JG
Jeffrey Gruehn
Senior Partner, Financial Services Representative, Financial Advisor · Finance & Accounting
EmailPhone - LA
Lindsay Argiriou
Marketing Director · Advertising & Marketing
EmailPhone - MS
Marty Schweiter
Managing Sales Director · Sales & Business Development
EmailPhone - SR
Suzanne Robbins
Director of First Impressions · Operations
EmailPhone - AL
Ashley L Maze
Practice Manager · Operations
EmailPhone - BE
Barbara Exter
Agency Supervisory Officer and Financial Advisor · Finance & Accounting
EmailPhone - ME
Melissa Epstein
Business Manager · General Business & Management
EmailPhone
Showing 9 of 200 verified contacts
Top roles at Creative Financial Group
132 distinct titles indexed · top 10 shown.
- 63financial advisor
- 40financial services representative
- 20financial planner
- 6financial representative
- 6financial services representative, financial advisor
- 5administrative assistant
- 5financial advisor, financial services representative
- 5financial professional
- 4business manager
- 4financial services representative, financial adviser
- +122more titles
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