Creative Financial Group Information
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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
Social Links |    |
Phone Number | 610.325.6100 |
Industries | |
Headquarters Location | 16 Campus Blvd., Newtown Square, PA, 19073 US |
Employees Size | 200-500 employees |
Specialties | Personal Financial Planning, Estate Planning, Wealth Management, Business Owner and Executive Planning, Investment Management, Protection Products |
Founded | 1976 |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 1954 | Public Company | 25 - 100 | 12.4M | $0 | |
| 1969 | Public Company | 200-500 | - | $- | |
| 1901 | - | 200-500 | - | $- |
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
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Number of employees by department
Total number all of employee turnover
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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 year10% for 1–2 years6% for 3–4 years14% for 5–7 years3% for 8–10 years66% have over 11 years of service at Creative Financial GroupDiscover More
Ex-employees positions
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Contact top employees from
Creative Financial Group
Rosemary Clappsy
Compliance Coordinator
Adam Potulski
Financial Advisor
Andrew Ferrell
Financial Advisor
Howard Silfen
Financial Professional
Tommy Grumbine
Chief Financial Officer
Bob Kuberski
Financial Planner
Ashley Maze
Practice Manager
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
Sue Cassium
Agency Accountant
John Swarts
Chief Operating Officer
Justin Spier
Administrative Assistant
Benjamin Scheiderman
Intern at Creative Financial Group
Alexis Furrule
Marketing Director
Stephen Kostyk
Financial Planner & Advisor
Steven LaFerriere
Financial Advisor
Danielle Gualtieri
Business Manager
Nathaniel Jackson
Summer Intern
Brad Corsi
Financial Advisor
Reginald Johnson
Financial Services Representative
Daniel McKeon
Financial Services Representative
Vidhan Patel
Intern
Hunter Kraiza
Intern
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FAQ
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.
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