James F. Burns

Financial Advisor I CREATIVE Financial Group

Role: Financial Advisor i Managing Director at Creative Financial Group
Location: Philadelphia, PA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About James F. Burns

I began my career in financial services with CREATIVE Financial Group upon graduation…

Experience

Financial Advisor i Managing Director
Creative Financial Group
Jan 2015 — Present · Newtown Square, PA

Skills

Insurance
Strategic Leadership
Coaching & Mentoring
Interpersonal Communication
Leadership Mentoring
Leadership
Social Media Marketing
Leadership Development
Team Mentoring
Educational Leadership
Business Coaching
Investment Strategies
Strategic Planning
Trusted Business Advisor
Retirement Planning
Public Speaking
Investments
Life Insurance
Coaching
Thought Leadership
Team Leadership
Disability Insurance
Mentoring

Contact information

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Work email
•••••@1creative.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Creative Financial Group

Financial Services · 370 employees · Founded 1976 · Newtown Square, Pennsylvania, United States

CREATIVE was founded in 1976, 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 forty 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 19••••••••00.

1creative.com

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About James F. Burns

Experience

Financial Advisor i Managing Director

Skills

Find verified contacts for anyone on LinkedIn