Creative Financial Group

Congratulations to Jacklyn Naselli for achieving an exciting milestone! Jackie has earned her Chartered Financial Consultant®️ (ChFC®️) designation, a distinguished credential that demonstrates advanced knowledge of financial planning and a focus on comprehensive, practical solutions to complex financial challenges.

Please join us in celebrating this important accomplishment. We look forward to her continued success and the value she brings to the firm.

CREATIVE’s Summer Internship Program has officially commenced!

We’re proud to welcome this year’s internship class across our Fairfield, Newtown Square, and Wall offices. Year after year, this program continues to provide hands-on experience, professional development, and valuable insight into the financial services industry. We’re excited to support and mentor the next generation of professionals this summer!

Congratulations to our top performers who were treated to the annual Advisor Recognition Trip in Naples, Florida! This celebration recognizes their commitment, drive, and ability to go above and beyond. Each person reflects the strength of our culture and our dedication to continued success.

Join our upcoming CREATIVE Connect College Planning webinar with Michele B. Collins, JD, on Wednesday, May 27th. We'll explore common college funding options, and you'll gain a better understanding of their benefits, limitations, and risks. Learn how taxes and financial aid eligibility can factor into building a more efficient, flexible education funding strategy.

Register here: https://bit.ly/4wuQCbc