Creative Financial Strategies, Inc.
Company Profile
Status:Inactive
Industry:Investment Management, Investment Advisory Service
Doing business as:COTTAGE PARK FINANCIAL STRATEGIES
CREATIVE FINANCIAL STRATEGIES
Kevin M. O'Brien & Associates
Creative Financial Strategies, Inc
Inactive reason:Dissolution by Proclamation / Annulment of Authority
Registration:Dec 28, 2006
Inactive since:Jul 27, 2011
Site:mypersonalceo.com, creativefinancialstrategies.com
Phone:
Description:Creative Financial Strategies, Inc. is a firm who's members are passionate about making a significant impact on the lives of successful individuals and businessowners by assisting them in making smart decisions about their finances in the areas of wealth preservation, tax mitigation, asset protection, protecting one's heirs and charitable giving.
Following our well defined process, we are effective in staying on track, monitoring progress and reporting accomplishments during the planning...
State ID:3454325
Business type:Foreign Business Corporation
Members (2):Kevin M O'brien / Owner/President 101 Cottage St, Littleton, NH 03561 (Physical) Kevin O'brien / President, inactive
SIC:6282 - Investment Advice
Founded:1975
Categories:Investment Advisory Service, Financial Services
Specialties:Wealth Management unlike that offered by 85% of the Industry, Helping Folks Make Smart Decisions about their Money, Wholistic Approach to all things Financial
Products:Financial Planning, Tax Services
Additional:We Put All of the Pieces Together!
Company size:1-10 employees
Former Employees
| Position at Creative Financial Strategies, Inc. | Next job position | |
|---|---|---|
| Bill Phillips | Executive Vice President |
|
| Chris Burnette | Associate Vice PresidentSince 2009 |
|
| Dennis Mccormick | PresidentSince Jan 2002 |
Muse, Stancil & Co.Senior Consultant Since Jan 2003 |
| Don Pope | Financial AdvisorSince Aug 2008 |
|
| Michael Orr | Partner |
|
| Sam Boulware | Vice President |