Creative Financial Group Information
Contact top employees from
Creative Financial Group
Summary
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 an...Show more
Industries
Financial Services
Headquarters Location
Employees Size
200-500 employees
Specialties
Personal Financial Planning, Estate Planning, Wealth Management, Business Owner and Executive Planning, Investment Management, Protection Products
Founded
1976
Contact Creative Financial Group
Organization Website
Social Links
Phone Number
610.325.6100
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 1954 | Public Company | 25 - 100 | 12.4M | $0 | |
| 1969 | Public Company | 200-500 | - | $- | |
| 1901 | - | 200-500 | - | $- |
Employees Turnover 3 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Current employees switched from
Ex-employees switched to
Length of Employment
Employee tenure at Creative Financial Group shows a diverse range of experience levels:
1% have been with the company for less than 1 year9% for 1–2 years8% for 3–4 years4% for 5–7 years9% for 8–10 years69% have over 11 years of service at Creative Financial GroupEx-employees positions
In Company
In New Company
Contact top employees from
Creative Financial Group
Adam Potulski
Financial Advisor
Andrew Ferrell
Financial Advisor
Howard Silfen
Financial Professional
Thomas Grumbine II
Chief Financial Officer
Andrew Rutner
Financial Advisor
Bob Kuberski
Financial Planner
Timothy Korwin
Financial Advisor
Paul Galdes
Customer Success Project Manager
Andrew Mackay
Financial Professional
Paul Nappi
Senior Planning Strategist
Chris Fallon
Financial Advisor, Financial Services Representative
Stephen Graham
Managing Director
Alexis Virga
Brokerage Director
Stephanie Rinschler Trentowski
Financial Services Representative / Financial Advisor
Brenan McAllister
Financial Advisor, Financial Services Representative
Barbara Exter
Agency Supervisory Officer and Financial Advisor
Paul Montefiore Jr
Financial Advisor
Michael Miley
Financial Professional
James Napier II
Financial Advisor
Tiffany Fallon
Account Manager
Stephen Izzi
Financial Services Representative, Financial Adviser
Thomas Sugrue
Director, Firm Compliance (retired)
Melissa Epstein
Business Manager
Courtney Onisick
Financial Planning Coordinator
Sue Cassium
Agency Accountant
James Burns
Financial Advisor I Managing Director
Amie Haigh
Business Manager, Registered Representative
Suzanne Robbins
Director of First Impressions
HScott Trotter
Senior Partner, Financial Services Representative, Financial Advisor
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FAQ
Creative Financial Group operates in the Financial Services industries. More details can be found on the official website: 1creative.com.
The headquarters of Creative Financial Group are located in Newtown Square, United States.
You can contact Creative Financial Group by phone at 610.325.6100.
Creative Financial Group currently employs 200-500 people.
Well-known competitors of Creative Financial Group include AFCO Direct, Lifetime Financial Growth and AmeriServ Financial Bank.
