Insights

Established Client Trust Creative Financial Group has built a strong reputation since 1976 for delivering holistic, relationship-driven financial advice, indicating a loyal customer base and potential for expanding premium advisory services.

Market Positioning With revenue estimates between 500 million and 1 billion dollars and a mid-sized team of 201-500 employees, Creative is well-positioned to attract affluent clients and high-net-worth individuals seeking comprehensive financial solutions.

Service Evolution As the firm continually adapts to clients' evolving needs by broadening its services and expertise, there is an opportunity to promote specialized financial planning tools and targeted investment products to existing clients.

Tech Stack & Modernization Utilizing modern web technologies like WordPress, PHP, and video integration suggests an openness to digital engagement that can be leveraged for virtual consultations and digital marketing campaigns to reach a broader audience.

Competitive Landscape Competing with large firms such as Charles Schwab and Edward Jones, Creative can differentiate itself through personalized service, emphasizing its long-standing reputation and tailored financial strategies to attract clients seeking a more personal touch.

Creative Financial Group Tech Stack

Creative Financial Group uses 8 technology products and services including Open Graph, WordPress, jQuery, and more. Explore Creative Financial Group's tech stack below.

  • Open Graph
    Content Management System
  • WordPress
    Content Management System
  • jQuery
    Javascript Libraries
  • Video.js
    Javascript Libraries
  • PHP
    Programming Languages
  • HSTS
    Security
  • Bootstrap
    UI Frameworks
  • Microsoft ASP.NET
    Web Frameworks

Media & News

Creative Financial Group's Email Address Formats

Creative Financial Group uses at least 1 format(s):
Creative Financial Group Email FormatsExamplePercentage
FLast@1creative.comJDoe@1creative.com
78%
First@1creative.comJohn@1creative.com
11%
FirstLast@1creative.comJohnDoe@1creative.com
8%
First.Last@1creative.comJohn.Doe@1creative.com
3%

Frequently Asked Questions

What is Creative Financial Group's phone number?

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You can contact Creative Financial Group's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Creative Financial Group's official website and social media links?

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Creative Financial Group's official website is 1creative.com and has social profiles on LinkedIn.

What is Creative Financial Group's NAICS code?

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Creative Financial Group's NAICS code is 52 - Finance and Insurance.

How many employees does Creative Financial Group have currently?

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As of January 2026, Creative Financial Group has approximately 360 employees across 1 continents, including North America. Key team members include Chief Financial Officer: T. G.Chief Operating Officer: J. S.Chief Operating Officer: R. M.. Explore Creative Financial Group's employee directory with LeadIQ.

What industry does Creative Financial Group belong to?

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Creative Financial Group operates in the Financial Services industry.

What technology does Creative Financial Group use?

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Creative Financial Group's tech stack includes Open GraphWordPressjQueryVideo.jsPHPHSTSBootstrapMicrosoft ASP.NET.

What is Creative Financial Group's email format?

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Creative Financial Group's email format typically follows the pattern of FLast@1creative.com. Find more Creative Financial Group email formats with LeadIQ.

When was Creative Financial Group founded?

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Creative Financial Group was founded in 1976.

Creative Financial Group

Financial ServicesPennsylvania, United States201-500 Employees

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  (www.SIPC.org). 16 Campus Boulevard, Newtown Square, PA 19073 610.325.6100.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
1976
Employees
201-500

Section iconMedia & News

Section iconFunding & Financials

  • $500M$1B

    Creative Financial Group's revenue is estimated to be in the range of $500M$1B

Section iconFunding & Financials

  • $500M$1B

    Creative Financial Group's revenue is estimated to be in the range of $500M$1B

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