MS
Marty Schweiter
Managing Sales Director at Creative Financial
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Work Experience
Managing Sales Director
Aug 2013 - Present · 11 years and 4 months
Attalus Capital
Senior Financial Officer/Chief Compliance Officer
Jul 2011 - May 2013 · 1 years and 10 months
Capstone Investment Advisors
Controller
May 2010 - Jun 2011 · 1 years and 1 months
Company Details
201-500 Employees
CREATIVE was founded in 1955, when the firm’s founding partners recognized that entrepreneurs, business owners, individuals and their families, and multi-generational family businesses had lifetime and legacy objectives encompassing both financial and non-financial needs. Over the past sixty years, CREATIVE has built a strong, lasting reputation rooted in our ability build relationships and deliver value to our clients, their families and their businesses. The foundation of a sound financial vision begins with competent, objective advice. While many firms focus on a single aspect of a client’s overall plan, CREATIVE utilizes a holistic approach. We understand that our clients face challenges involving far more than just meeting investment objectives. As our clients’ needs evolve, so too has CREATIVE’s services, people and core competencies. Having the right process and capabilities to meet changing client demands is a vital part of our firm’s mission. Access to our intellectual capital helps clients navigate changing market and business environments. Visit us at 1creative.com Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Members SIPC (www.SIPC.org). 16 Campus Boulevard, Newtown Square, PA 19073 610.325.6100.
Year Founded
1955
Social Media
LinkedinFacebookTwitter
Industry
Financial Services
HQ Location
1305 Campus Pkwy Wall, New Jersey 07753, US
Keywords
Personal Financial PlanningEstate PlanningWealth ManagementBusiness Owner and Executive PlanningInvestment Managementand Protection Products
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