Creative Financial Strategies, Inc.
Creative Financial Strategies, Inc. (CRD# 116962) is a financial advisory firm headquartered in Littleton, NH. They manage $5,000,000 in 19 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management5MILLION
Total Number of Accounts19ACCOUNTS
Average Account Value$263,158
- 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)
Kevin Obrien (CRD# 815716) is an Investment Advisor Representative working at Creative Financial Strategies, Inc. in Littleton, NH and has over 25 years of experience in the finance industry.