Creative Financial Group

Finance · Georgia, United States · 11-50 Employees

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Overview

Headquarters

3400 Overton Park Dr SE Ste 600, Atlanta...

Phone Number

(770) 913-9704

Revenue

$9.7 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
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About Creative Financial Group

Creative Financial Group (CFG), founded in 1988, is a financial services firm specializing in investment advisory and financial planning services. The company caters to executives through corporate-sponsored programs, business owners, and high-net-worth individuals and families. CFG focuses on personalized financial planning with individualized attention to client needs. Their service approach emphasizes building trust-based relationships, providing comprehensive financial analysis, and conducting ongoing reviews of clients' financial objectives. With multiple locations across North America, CFG delivers a full spectrum of investment and financial advisory services.Explore more
Creative Financial Group's Social MediaPopular SearchesCreative Financial GroupCreative Financial Group LtdCreative FinancialCreative Financial CorpVCfGL LtdSIC Code 62,628NAICS Code 52,523Show more

Creative Financial Group Org Chart

PhoneEmail
SC
United States flag for contact location.

Financial Planning Analyst & Brand Manager

PhoneEmail
RM
United States flag for contact location.

Manager, Human Resources

PhoneEmail
PH
United States flag for contact location.

File Manager

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Creative Financial Group

$9.7M
11-50
Private
-
1988
SC
Sam CanalesFinancial Planning Analyst & Brand Manager
<$5M
11-50
Private
<$5M
2005
AG
Aleen GordonFinancial Planning Assistant
<$5M
11-50
Private
-
1998
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesCertified Financial Planner
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
1-10
Private
-
2003
BS
Bobby SopherDirector, Financial Planning Strategy & Lead Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Creative Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Creative Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Creative Financial Group.

Creative Financial Group Tech Stack

A closer look at the technologies used by Creative Financial Group

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Frequently Asked Questions Regarding Creative Financial Group

What is Creative Financial Group's official website?
Creative Financial Group's official website is www.cfgltd.com
What is Creative Financial Group's Revenue?
Creative Financial Group's revenue is $9.7 Million
What is Creative Financial Group's SIC code?
Creative Financial Group's SIC: 62,628
What is Creative Financial Group's NAICS code?
Creative Financial Group's NAICS: 52,523
How many employees does Creative Financial Group have?
Creative Financial Group has 11-50 employees
What industry does Creative Financial Group belong to?
Creative Financial Group is in the industry of: Finance, Securities Trading
What is Creative Financial Group competition?
Creative Financial Group top competitors include: Stockade Wealth Management, Fountainhead Wealth, Sopher Financial Group, Waterford Advisors
What technology does Creative Financial Group use?
Some of the popular technologies that Creative Financial Group uses are: WordPress.org, Cloudflare CDN, Proofpoint, Cisco Webex
How do I contact Creative Financial Group?
Creative Financial Group contact info: Phone number: (770) 913-9704 Website: www.cfgltd.com
What does Creative Financial Group do?

Creative Financial Group (CFG), founded in 1988, is a financial services firm specializing in investment advisory and financial planning services. The company caters to executives through corporate-sponsored programs, business owners, and high-net-worth individuals and families. CFG focuses on personalized financial planning with individualized att... ention to client needs. Their service approach emphasizes building trust-based relationships, providing comprehensive financial analysis, and conducting ongoing reviews of clients' financial objectives. With multiple locations across North America, CFG delivers a full spectrum of investment and financial advisory services.Read More

What are Creative Financial Group social media links?
Creative Financial Group Linkedin page
Is Creative Financial Group a public company?
Creative Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Creative Financial Group

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