• Our Mission

    We are committed to helping our clients grow and protect their wealth. We empower individuals to take control of their financial lives, and help people feel confident about their financial future. We accomplish this mission by offering comprehensive advisory services to help people prioritize and attain their financial goals. We champion our clients’ goals with passion and integrity and provide superior service in every aspect of our client experience

  • Our Story

    Creative Financial Strategies, LLC 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 like no other, 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 Strategies, LLC 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 Strategies has emerged as a leading financial services firm, unparalleled in its commitment and dedication to its clients. Creative Financial Strategies, LLC has become a trusted financial resource in helping its clients map their financial futures.

  • Our Focus We believe the investment is worth the result

    Creative Financial Strategies is committed to our trained, entrepreneurial network of Financial Professionals, people who think the way we do in terms of long-term value. Our Financial Professionals strive to maintain a long-term relationships with their clients, helping them adapt and refine financial strategies throughout a lifetime.

  • In the Media

    Firm Events & In the News

    Keeping individuals informed is one of the pillars of Creative Financial Strategies.  Throughout the year, we provide informational workshops to educate our clients, business owners and prospective customers on the financial matters that mean the most towards making sound decisions. 

    Local Company, Creative Financial Strategies Devotes Its Fund Raising Efforts To Helping Troops Overseas

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    Women's Team donates to Dottie's House!

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    CFS host a CPR Workshop

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    Koplik & Soltis hosted on the Tommy G Radio Show

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    Creative Financial Strategies enjoys A Night in Napa!

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    New MassMutual

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