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Creative Financial Strategies, Inc.

Headquartered in LITTLETON, NH

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Firm Information

Creative Financial Strategies, Inc. is an independent registered investment advisor with 1 licensed agent and 1 investment adviser representative, managing over $42 million in assets for 63 clients. They offer a range of services, including financial planning, portfolio management for individuals, and selection of other advisors. The firm primarily serves high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans.

Creative Financial Strategies, Inc.

$42.12M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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services to include quarterly performance review meetings and portfolio or strategist selection & tax advice

Services to include quarterly performance review meetings and portfolio or strategist selection & tax advice

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Portion of the fee paid to third-party asset program

Branch Locations (1)

CREATIVE FINANCIAL STRATEGIES, INC. has a total of 1 branch locations across the country.
location

LITTLETON, NH

Advisors at Creative Financial Strategies, Inc.

View All 1 Advisors
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Kevin Michael Obrien

RA

LITTLETON, NH

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Disclosures

There are no public disclosures for Creative Financial Strategies, Inc..

Frequently Asked Questions (6)

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