cfg is a team of financial advocates dedicated to helping people grow and protect their assets. for more than 35 years, we have served as a trusted resource to closely held corporations, family owned businesses, emerging entrepreneurs and accomplished individuals. we develop and implement integrated financial solutions, and navigate through our clients’ continually evolving needs. our clients benefit from unparalleled service and intellectual capital that is backed by an all-inclusive network of industry resources and business partners to meet new tax laws, industry trends, and market insights.
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creative financial group, cfg, newtown square, pennsylvania, 19073, delaware valley, tri-state area, joseph naselli sr., gary daniels, metlife, jim meehan, dominic nappi, bernie audet, wayne bartolacci, marc bernstein, david broll, jim cleary, keven douglass, chuck dowds, jeff gruehn, robert hennessey, tim irvine, gene kweeder, dan maguire, anthony martinelli, john mazzola, kevin o’neill, anthony santisi, art strassler, joe syernick, roman mcdonald, bill medico, bob hagenberg, quentin sturm, james unger, kristen mervine, robert kaplan, new england financial, financial services, wealth navigator system, financial planning, insurance, estate planning, business succession strategies, retirement, life insurance, annuities, long term care insurance, disability insurance, salary continuation, income protection, tax planning strategies, benefits (family & employee), college funding strategies, investments, 401(k) plans, 529 plans, wealth management, comprehensive solutions, financial goals, dynasty trust, grantor trust, grat, beneficiary control trust, spousal access trust, ilit, ira, fee planning, coli, boli, president's trophy, judge willard phillip's award, integrity, unparalleled service, customer focused, preeminent financial services firm in the greater delaware valley, attain financial goals and objectives, wide range of financial products and services, team of highly qualified financial professionals, state-of-the art products and services, fully integrated financial programs, certified financial planners, cfp, chartered life underwriters, clu, accredited estate planners, aep, certified public accountants, cpa, legal degrees, jd, llm, loyalty, variety club, construction industry, food industry, manufacturing industry, automotive industry, graphic arts industry, medical industry, affluent marketplace, first genesis financial, multi-cultural marketplace, chfc, cap, chartered advisor in philanthropy, corporate solutions, executive planning solutions, creative risk management