Creative Financial Strategies, Inc.
Creative Financial Strategies, Inc. (CRD# 116962) is a financial advisory firm headquartered in Littleton, NH. They manage $6,430,000 in 33 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management6MILLION
Total Number of Accounts33ACCOUNTS
Average Account Value$194,848
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Donald Crane (CRD# 6080556) is an Investment Advisor Representative working at Creative Financial Strategies, Inc. in Lancaster, NH and has over 5 years of experience in the finance industry.
Kevin Obrien (CRD# 815716) is an Investment Advisor Representative working at Creative Financial Strategies, Inc. in , and has over 25 years of experience in the finance industry.