Insights

Growth Potential Mid-sized financial services firm with revenue in the 50-100 million range and a workforce of 51-200 employees, indicating a solid client base and potential cross-sell opportunities across advisory, investment planning, and wealth management services.

Tech Stack Fit Existing use of analytics and web optimization tools (Google Analytics, Crazy Egg, Hotjar, Facebook Pixel) plus cloud and CDN infrastructure (AWS, Cloudflare) suggests openness to digital marketing partnerships, marketing automation, CRM integration, and data-driven client outreach.

Regulatory Footprint Licensing in New Jersey with affiliation to MassMutual and MSI Financial Services signals access to a broad, reputable product suite; opportunity to position compliance-friendly solutions and training for regulated advisory teams.

Competitive Benchmarking Size and revenue place the company among mid-market peers such as Baystate Financial and The Bailey Group, offering a lane for scalable sales motions around technology enablement, client experience platforms, and practice management tools.

Needle in Wealth Tech As a wealth advisory firm aiming to grow and protect client wealth, there is likely demand for client onboarding, secure document handling, CRM enhancements, portfolio analytics, and AI-assisted financial planning to boost efficiency and client satisfaction.

Similar companies to Creative Financial Strategies

Northwestern Mutual
38K$10B+
Baystate Financial
528$500M - $1B
The Bailey Group
43$25M - $50M
Barnum Financial Group
755$500M - $1B

Creative Financial Strategies Tech Stack

Creative Financial Strategies uses 8 technology products and services including Crazy Egg, Facebook Pixel, Hotjar, and more. Explore Creative Financial Strategies's tech stack below.

Crazy Egg
Analytics
Facebook Pixel
Analytics
Hotjar
Analytics
Amazon Web Services
Cloud Hosting
Cloudflare CDN
Content Delivery Network
Cloudflare DNS
Domain Name Services
FancyBox
Javascript Libraries
Google Analytics
Web Analytics

Creative Financial Strategies's Email Address Formats

Creative Financial Strategies uses at least 4 email formats:

Creative Financial Strategies Email Formats	Example	Percentage
FLast@financialguide.com	JDoe@financialguide.com	81%
FirstLast@financialguide.com	JohnDoe@financialguide.com	14%
LastFirst@financialguide.com	DoeJohn@financialguide.com	4%
LFirst@financialguide.com	DJohn@financialguide.com	1%

Frequently Asked Questions

What is Creative Financial Strategies's phone number?

You can contact Creative Financial Strategies's main corporate office by phone at

+1-973-335-****

. 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 Strategies's official website and social media links?

Creative Financial Strategies's official website is explorecfs.com and has social profiles on LinkedIn.

How much revenue does Creative Financial Strategies generate?

As of July 2026, Creative Financial Strategies's annual revenue is estimated to be $50M - $100M.

What is Creative Financial Strategies's NAICS code?

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

How many employees does Creative Financial Strategies have currently?

As of July 2026, Creative Financial Strategies has approximately 68 employees across 1 continents, including North America. Key team members include Vice President: M. H., Principal: P. L. and Medical Software Sales Consultant: A. C. Explore Creative Financial Strategies's employee directory with LeadIQ.

What industry does Creative Financial Strategies belong to?

Creative Financial Strategies operates in the Financial Services industry.

What technology does Creative Financial Strategies use?

Creative Financial Strategies's tech stack includes Crazy Egg, Facebook Pixel, Hotjar, Amazon Web Services, Cloudflare CDN, Cloudflare DNS, FancyBox and Google Analytics.

What is Creative Financial Strategies's email format?

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

Creative Financial Strategies

Q: What technology does Creative Financial Strategies use?

Creative Financial Strategies's tech stack includes jQuery Migrate, Google Fonts API, jQuery Validation Plugin, Cloudflare, Grav.

Q: What is Creative Financial Strategies's NAICS code?

Creative Financial Strategies's NAICS code is 52 (Finance and Insurance).

Financial ServicesNew Jersey, United States51-200 Employees

Creative Financial Strategies is a mid-sized financial services firm based in Wall Township, New Jersey. The company provides comprehensive advisory services designed to help clients grow and protect their wealth, with an emphasis on enabling individuals to take control of their financial lives. These services include financial planning, investment advisory, and securities offerings delivered through qualified registered representatives of MSI Financial Services, Inc.

It operates in New Jersey with licensing that varies by representative, and some staff may be licensed in other states. The firm provides securities, investment advisory and financial planning services within the financial services industry, focusing on helping clients prioritize and reach their financial goals while maintaining a high level of client service.