The Firm

Our Story

CREATIVE Financial Group traces its history to 1955, when experienced professionals merged to develop a new approach in financial services. They created a firm centered on customer needs and developed the high level of knowledge required by an increasingly sophisticated marketplace.

This ambition has resulted in a financial services firm, one that has served more than 100,000 clients through a fully developed organization, with representatives that have experience and training in various financial areas. CREATIVE Financial Group prides itself on offering a full range of in-house financial knowledge and experience that delivers products and services to meet the specific needs of clients.

Our goal is to help protect, preserve and build our client’s wealth potential. From this foundation of service and experience, CREATIVE Financial Group is proud of its commitment and dedication to its clients. CREATIVE Financial Group has become a trusted financial resource in helping its clients map their financial futures.