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Our Services

At Creative Funding Corporation in Bloomfield, CT, our primary concern is helping you make the best possible investment and financial decisions for your unique situation. Through comparing the earnings of corporations with the interest rates offered by CDs, US treasury notes, municipals, and corporate bonds, our business model allows us to make appropriate investment decisions for conservative investors who are focused on current income. However, we are also able to meet the needs of investors focused on growth and wealth accumulation for the future. We have also designed client models that emphasize the production of consistent income. Our approach truly sets us apart from other wealth-management firms.

Meet Your Financial Goals, With Minimal Risk

Investment Management

Investing is a great way to earn money, but it is difficult and can be dangerous to navigate the investment market alone. At Creative Funding Corporation, we have the knowledge, experience and skill to help you manage your investments and make decisions that will be best for your unique needs. We seek to help our clients reach their goals by engaging them in investment decisions that will yield gain with a minimum amount of risk.

Investments we help our clients manage include:

  • Mutual Funds
  • Stocks & Bonds
  • Certificates of Deposit (CDs)
  • Different Types of Securities
  • Fixed Annuities & Life Insurance

Financial Planning & Budgeting

Personal needs, life goals and financial situations are never the same for two different people. So your financial and budgeting plans shouldn’t be cookie-cutter, either. Our team offers individually designed solutions and strategies for clients to help them achieve their goals and dreams and to be able to enjoy their retirement in the future.

In addition, we are aligned with trusted independent associates who complement our business strengths for our clients’ related financial needs, such as trust design, tax accounting, and legal consulting.

Advice & Consulting

We provide independent, ongoing advice for clients, and are available to answer their questions and address their concerns. We listen to their input and take careful consideration of their unique situation and goals.

If you are a new client, we provide free initial client consultations in which we discuss with you how we can help you reach your life dreams through our financial planning and investment-management services.

For more information, or to schedule a free initial consultation

contact us today at 860-242-4483We look forward to providing you with the financial guidance and services you need to build the life you want.

Creative Funding Corporation

699 Bloomfield Ave
Bloomfield, CT 06002



Phone: 860-242-4483
Fax: 860-242-9481



Monday – Friday
9:00 AM – 4:30 PM

This website is in no way to be construed as an offer for the sale of insurance or securities products in unauthorized states or countries.