Creative Financial Group of New Jersey’s “Women Working for Women” Financial Resources Group is dedicated to helping motivate, educate and enable women, such as yourself, to take control of their financial futures and prepare for the “ifs” in life.
Creative Financial Group of New Jersey traces its history to 1955, when experienced professionals merged to develop a new approach for a financial services firm. They created a firm centered on customer needs and dedicated to developing the high-level knowledge required by an increasingly sophisticated marketplace.
Creative Financial Group of New Jersey has developed the Women’s Financial Resource Group “Women Working for Women,” knowing that women’s needs are different. The Group is dedicated to helping women with their unique financial situations. As women, we understand it is difficult to set aside time to take an active role in developing a financial strategy. Our mission is to assist women in gaining the knowledge and developing strategies to reach their goals of financial independence and security. The Women’s Financial Resource Group has a network of accounting, legal and business valuation firms to provide clients with comprehensive financial products and services. This all-inclusive approach allows clients to focus on their businesses, families or practices, instead of on the details of their financial strategy.
Women often neglect those simple, yet important steps that enable them to prepare for financial independence and security. Even in today’s environment, there is much you can do to better prepare for what the future holds from a financial standpoint. We have the knowledge, skills, and experience necessary to help you find the solution to questions like, “Do I have a retirement plan and does it still meet my needs?” or ”Do I have parents or children who are or will be dependent on me for support?” or “Do I have a strategy that will protect me and my family in the event of an injury or disability?” Answering these and other questions can help you take positive steps towards protecting your assets and planning for the future.
The Women’s Financial Resource Group offers the following benefits and services:
Personal
- Asset Accumulation
- Retirement Planning
- Estate Planning
- College Funding Strategies
- Insurances- Life, Disability Income and Long Term Care
Business
- Pension and Retirement Plans
- Insurances- Group Health, Group Disability Income, Group Life, Group Long Term Care, Key-Person, Business Overhead
- Business Succession Strategies
- Buy-Sell Agreement Funding
Our Team
- Financial Advisors/Financial Representatives - Antoinette Gega and Susan Rymer, LUTCF
- Financial Representatives- Suzanne Donlan, Delores Gravatt, and Joann Sjosward
- Group Health Department- Jamie Betar*
- Marketing Department- Krista Mendes**
- Recruiting Director – Adele Kircher**
*Jamie Betar is licensed to sell Life and Health insurance products only
**Adele Kircher and Krista Mendes are not licensed or appointed to sell or offer any products or services
We will work with you and your tax and legal advisers to help you select the most appropriate product solutions to suit your specific needs and circumstances.
Securities products and investment advisory services are offered by registered representatives and financial advisors, respectively, of New England Securities Corp. (NES) (member FINRA/SIPC), a registered investment advisor. Creative Financial Group of New Jersey is a separate entity from NES. The Women’s Financial Resource Group is a marketing team of Creative Financial Group of New Jersey. L0110083302[exp0111][NJ,NY]
