Services

Helping Investors Create Financial Decisions With Confidence

At Creative Funding Corporation in Bloomfield, CT, our primary goal is to help you make the best possible choices that fit your unique financial needs. We offer the services of seasoned investment specialists who analyze industry trends and data to give you safe, profit-oriented advice every time.

Data-Supported Strategies

We compare the earnings of corporations with the interest rates offered by Certificates of Deposit (CDs), US treasury notes, municipals, and corporate bonds. Doing this allows us to recommend appropriate investment decisions for conservative investors who are focused on current income.

Expanding Your Portfolio

We also meet the needs of investors focused on growth and wealth accumulation for the future. Our team designs client models that emphasize the production of consistent income with a personal, analytical approach that truly sets us apart from other wealth management firms.

Our Services

Investment Management

While investing is a great way to earn money, it can be dangerous to navigate the investment market alone. That’s why we offer the services of a team with top-level knowledge, experience, and skills to help you make safe and secure decisions that will work to your advantage. We engage our clients in well-thought-out strategies that will yield gain with a minimum amount of risk.

Investments we help our clients manage include:

Mutual Funds
Stocks and Bonds
Annuities and Life Insurance
Institutional Securities
Certificates of Deposit (CDs)

Financial Planning and Budgeting

Our team formulates practical solutions that allow our patrons to realize their financial objectives, whether they’re short term or long term. We apply an individualized approach that helps us design tailored strategies for every client. This way, every individual we serve can enjoy a secure financial future and a trouble-free retirement.

Collaborating With Independent Associates

For related financial needs such as trust design, tax accounting, and legal consulting, we tap our extensive network of trusted specialists who can provide supplementary service.

Advice and Consulting

We provide independent, ongoing advice for each of our clients. Our team is always ready to answer their financial inquiries, taking the time to listen to what they have to say so we can address their every concern to the best of our ability.

Get a Free Consultation

If you are a new client, we provide free initial consultations to discuss how we can help you realize your financial goals.

Call Us Today