Creative Financial Group Revenue
Financial Services • 
Newtown, Pennsylvania, United States • 201-500 Employees
Creative Financial Group revenue & valuation
| Annual revenue | $150,000,000 |
| Revenue per employee | $413,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $480,000,000 |
| Total funding | No funding |
Key Contacts at Creative Financial Group
Madison Nevins
Talent Acquisition Director
Alexis Virga
Brokerage Director
Quinn Vernacchio
Talent Acquisition Director
Marty Schweiter
Managing Sales Director
Stephen Graham
Managing Director
Kimberly Mcgann
Client Experience Director
James F. Burns
Financial Advisor I Managing Director
Alexis Furrule
Marketing Director
Lindsay Argiriou
Marketing Director
John Culpepper
Co-Owner
Company overview
| Headquarters | 16 Campus Blvd., Newtown Square, PA 19073, US |
| Phone number | +16096605711 |
| Website | |
| NAICS | 52 |
| SIC | 874 |
| Keywords | Wealth Management, Estate Planning, Investment Management, Personal Financial Planning, Protection Products, Business Owner And Executive Planning |
| Founded | 1976 |
| Employees | 201-500 |
| Socials |
Creative Financial Group Email Formats
Creative Financial Group uses 5 email formats. The most common is {first initial}{last name} (e.g., jdoe@1creative.com), used 37.4% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@1creative.com | 77.5% |
{first name}{last name} | johndoe@financialguide.com | 9.9% |
About Creative Financial Group
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.
Employees by Management Level
Total employees: 201-500
Seniority
Employees
Employees by Department
Creative Financial Group has 274 employees across 8 departments.
Departments
Number of employees
Funding Data
Creative Financial Group has never raised funding before.
Creative Financial Group Tech Stack
Discover the technologies and tools that power Creative Financial Group's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
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