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Creative Financial Group

Creative Financial Group

Newtown Square, PA

We have found contact information containing phone numbers and email addresses for Creative Financial Group. Creative Financial Group operates in the Financial Services, Investment Advisory Service, and Financing industry and is located at 16 Campus Blvd, Newtown Square, PA 19073. The company uses products and components, such as Accounting, Annuities, Asset Management, Beneficiaries, and Business Services. The company operates in the following fields: Personal Financial Planning, Estate Planning, Wealth Management, Business Owner and Executive Planning, and Investment Management. Kevin B. Douglas currently works in Creative Financial Group.

Company Details

Last Update
Jul 14, 2022
Doing business as
The Creative Financial Group Ltd
Location
16 Campus Blvd, Newtown Square, PA 19073
Phone
(***) ***-6100
(***) ***-6210
(***) ***-6292
Industry
Financial Services
Investment Advisory Service
Financing
Category
Financial Counselors
Insurance
Specialties
Personal Financial Planning
Estate Planning
Wealth Management
Business Owner and Executive Planning
Founded
1976
Number of Employee
201-500 employees
Products
Accounting
Annuities
Asset Management
Beneficiaries
SIC
6282 - Investment Advice
SIC6
628299 - Investment advice, nec
NAICS
623 - Nursing and Residential Care Facilities

Decision Makers

Richard Loomis
Owner
James Maker
President
Anthony Martinelli
Principal
Basel Mazahreh
Vice President

Employees

Daniel E Cassidy
Vice President
Ashley Lynn Maze
President
Peter Grassi
Managing Partner
Tim Gallagher
Development And Acquisitions Associate
Rick K Kazigian
Inside Sales Manager | Expansion Market
Ronald York
Senior Partner
Scott Palmer
Director
J Mercer Treadwell
Senior Vice President, Investment Advisor
Paige Fenimore
Executive Assistant In The Legal Department
Peter F Reiss
Co-Founder
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