Creative Funding Corporation

Creative Funding Corporation (CRD# 117439) is a financial advisory firm headquartered in Bloomfield, CT. They manage $30,066,851 in 208 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    208
    ACCOUNTS
  • Average Account Value
    $144,552
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, FL, MA

Financial Advisors at Creative Funding Corporation
Showing 1 - 2 of 2 top financial advisors.
1
Ricardo R. Dostie, Jr
CRD#: 5829835
699 Bloomfield Ave., Bloomfield, CT 06002

Ricardo Dostie, Jr (CRD# 5829835) is an Investment Advisor Representative working at Creative Funding Corporation in Bloomfield, CT and has over 11 years of experience in the finance industry.

2
Steven E. Hyman
CRD#: 714439
699 Bloomfield Ave., Bloomfield, CT 06002

Steven Hyman (CRD# 714439) is an Investment Advisor Representative working at Creative Funding Corporation in Bloomfield, CT and has over 31 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.