Who We Are
Our Mission... to be the preeminent financial services firm in the Tri-State area by providing unparalleled service, experience, integrity, and dedication to help our clients attain their financial goals and objectives. Creative Financial Group of NJ is committed to serving as a vital resource for our clients by offering a wide range of products and services through our affiliation with many companies and our broker dealer, New England Securities, as well as by developing a team of highly qualified financial professionals who work in partnership with our clients.
Our Approach...Comprehensive and user-friendly, our approach provides clients with state-of-the art products and services that comprise fully integrated financial programs. A wide array of in-house professional services and programs offers comprehensive solutions to the following financial needs:
- Wealth Transfer
- Charity and Legacy Planning
- Retirement planning
- Lifetime income planning
- Special needs planning
- Income protection
- Business exit strategies
- Strategic purchasing
- Personal financial view
- Women's market
- Financial services for Professional athletes
*We will work with you and your tax and legal advisers to help you select the most appropriate solutions to suit your specific needs and circumstances.
Professional designations and degrees held by the firm's experts include the following:
- Certified Financial Planner (CFP®)
- Chartered Life Underwriter (CLU)
- Accredited Estate Planner (AEP)
- Certified Public Accountant (CPA)
- Master of Business Administration (MBA)
- Chartered Financial Consultant (ChFC)
- Life Underwriter Training Council Fellow (LUTCF)
- Master of Science in Taxation (MST)
- Registered Health Underwriter (RHU)
- Chartered Retirement Planning Counselor (CRPC)
- Fellow Life Management Institute (FLMI)
- Legal Degrees (including JD, LLM)
Why over 11,000 Clients have chosen CFGNJ
Professional. Authoritative. Committed. Customer-focused. On Paper, they're all just words. But when an organization like Creative Financial Group of NJ builds these concepts into its very structure, the end result is better value and service to clients as seen through:
A Client retention rate well above the industry average...
It is a fiercely competitive world. Clients and consumers face more financial options than ever. So when loyalty is present, it is genuine. More than any other measure, Creative Financial Group of NJ's extraordinarily high client retention rate illustrates the value delivered to clients over years of service.
An employee retention rate nearly three times the industry average...
When an organization is committed to its employees, recruiting only the best and providing leading-edge training and knowledge, clients respond. Creative Financial Group of NJ's high agent retention rate is the result of a cycle of success that delivers solid financial guidance and stewardship to clients and long-term career opportunities to its people.
An enduring commitment to professional development...
Creative Financial Group of NJ is dedicated to providing quality financial products, services, and guidance to its clients. To accomplish that mission, the firm has developed an innovative mentoring program that ensures a consistently high level of experience within the firm, providing clients with comprehensive assistance for their financial needs.
A vast network of resources...
From its inception, Creative Financial Group of NJ has worked with local accounting, legal, and business valuation firms to provide clients with comprehensive financial products and services. Few financial firms can draw upon such resources to deliver complete financial programs to individuals, professionals, and businesses. This all-inclusive approach allows clients to focus on their businesses, families, or practices, instead of on the details of their financial programs.
A dedication to your industry...
Creative Financial Group of NJ stands committed to the industries it serves. The firm is built upon meeting the needs of vital industries including:
This focus allows Creative Financial Group of NJ to gain a deeper understanding of its clients and to build trusted relationships with key industries. The end result is better service and high-quality financial products.
*Neither New England Securities nor any of its affiliates, employees, or representatives provides specific tax or legal advice.