Our Firm

 

 

Creative Financial Strategies traces its history to 1955, when experienced professionals merged to develop a new approach for a financial services firm.  They created a firm centered on customer needs and dedicated to developing the high-level knowledge required by an increasingly sophisticated marketplace.

 

That vision has resulted in a financial services firm like no other... one that has served more than 100,000 clients through a fully developed organization with representatives who have experience and training in various financial areas.  Creative Financial Strategies prides itself on offering a full range of in-house financial strategies that deliver products and services to meet the specific needs of clients. From this foundation of service and experience, CFS has emerged as a leading financial services firm, unparalleled in commitment and dedication.