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Creative Financial Group Employee Directory

Financial ServicesPennsylvania, United States201-500 Employees

Creative Financial Group, a mid-sized financial services firm based in Newtown Square, Pennsylvania, provides comprehensive financial planning and investment guidance to individuals, entrepreneurs, business owners, and multi-generational family enterprises. The firm emphasizes a holistic approach that goes beyond investments to address financial and non-financial needs tied to lifetime and legacy objectives. Over more than forty years, it has built a reputation for forging long-term relationships and delivering value to clients, their families, and their businesses. The company was founded in 1976. Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, a registered broker-dealer and SIPC member. The firm highlights that access to its intellectual capital helps clients navigate evolving market and business environments as client needs change.

Find Creative Financial Group employees' phone numbers or email addresses

Creative Financial Group Global Highlights

Location
Employees

North America
532

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  • United States Of America
    532

Creative Financial Group's Leadership

  • Chief Compliance Officer at Creative Financial Group
    J. K.
    Chief Compliance Officer
    Mobile Phone
  • President at Creative Financial Group
    I. O.
    President
    Mobile Phone
  • President, General Agent at Creative Financial Group
    R. H.
    President, General Agent
    Mobile Phone
  • Head Of Financial Wellness And Benefits at Creative Financial Group
    A. N.
    Head Of Financial Wellness And Benefits
    Mobile Phone
  • Founder And President at Creative Financial Group
    E. C.
    Founder And President
    Mobile Phone
  • Owner at Creative Financial Group
    A. M. E.
    Owner
    Mobile Phone
  • Senior Partner at Creative Financial Group
    B. A.
    Senior Partner
    Mobile Phone
  • Senior Partner at Creative Financial Group
    J. C.
    Senior Partner
    Mobile Phone

Creative Financial Group Employee Metrics

100%
50%
0%
2026
2025
  • Finance
  • Business
  • Sales
  • Marketing
  • Operations
  • Other
  • Analytics
  • Administrative
  • Banking
  • Community & Social Services
  • Accounting
  • Recruiting

Contact profiles from Creative Financial Group

Name
Title
Contact
Location
Last Update
  • Assistant Associate Jr Mgr at Creative Financial Group
    T. B.
    Assistant Associate Jr Mgr
    Mobile Phone
    Oct 22, 2024
  • Senior Financial Planner, Special Care Planner at Creative Financial Group
    R. M.
    Senior Financial Planner, Special Care Planner
    Mobile Phone
    Nov 17, 2025
  • Senior Associate at Creative Financial Group
    B. F.
    Senior Associate
    Mobile Phone
    Oct 23, 2024
  • Principal at Creative Financial Group
    K. U.
    Principal
    Mobile Phone
    Oct 16, 2024
  • Financial Representative at Creative Financial Group
    A. K.
    Financial Representative
    Mobile Phone
    May 30, 2026
  • Financial Advisor at Creative Financial Group
    D. S.
    Financial Advisor
    Mobile Phone
    Jun 25, 2026
  • Financial Advisor at Creative Financial Group
    E. S.
    Financial Advisor
    Mobile Phone
    Jun 25, 2026
  • Marketing Intern at Creative Financial Group
    K. D.
    Marketing Intern
    Mobile Phone
    Aug 06, 2026
  • Financial Advisor at Creative Financial Group
    W. I.
    Financial Advisor
    Mobile Phone
    May 31, 2026
  • Financial Services Representative at Creative Financial Group
    C. L.
    Financial Services Representative
    Mobile Phone
    Aug 06, 2026

Frequently Asked Questions

What is Creative Financial Group known for?

Minus sign iconPlus sign iconCreative Financial Group was founded in 1976 and operates in the Financial Services industry. You can contact Creative Financial Group's main corporate office by phone at
+1-610-325-****
. Explore Creative Financial Group's company overview page for more information.

What is Creative Financial Group's most common email format?

Minus sign iconPlus sign iconCreative Financial Group employees' email format typically follows the pattern of FLast@1creative.com. Trying to find reliable and up-to-date employee contact data? Find more Creative Financial Group email formats with LeadIQ.

How many employees does Creative Financial Group have currently?

Minus sign iconPlus sign iconCreative Financial Group has approximately 370 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Creative Financial Group's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, Creative Financial Group's key employees include:

  • Chief Compliance Officer: J. K.
  • President: I. O.
  • President, General Agent: R. H.
  • Head Of Financial Wellness And Benefits: A. N.
  • Founder And President: E. C.

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