Innovative Partners, a team at Creative Financial Group, Strategic Alliances

We forge strategic alliances that support your growth and success.

We believe that no one can be a jack of all trades. The confidence that we have in our alliances allows our clients to have even greater resources in many areas that add value and compliment their overall plan. Below are some of the areas that our partners specialize in. We can recommend specific teams and individuals upon request.

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  • Estate Planning
  • Real Estate
  • Business
  • Personal

Banking & Mortgage

  • Mortgage Generation
  • Refinance
  • Commercial Banking
  • Personal Banking
  • Local Banking


  • Personal Tax Preparation and Filling
  • Business Tax Preparation and Filing
  • Bookkeeping

Qualified Retirement Plans

  • Pension Actuarial Services
  • Qualified Plan Administration (401(k), 403(b), etc.)
  • Defined Benefit Plans

Property & Causality (or Risk Management)

  • Personal Homeowners, Automobile, and Umbrella Insurance
  • Business and Commercial Liability Insurance
  • Workers Compensation

Health/ Voluntary Benefits

  • Employee/Employer Medical Benefits
  • Group Voluntary Life, Disability, and Long-Term Care
  • Medicare & Medicaid Planning

Real Estate

  • Residential Buying & Selling Property
  • Commercial Buying & Selling Property
  • Commercial / Retail Leasing

Strategic Alliance firms are not affiliated with MML Investors Services, LLC. and are solely responsible for their own products and services provided.

Charitable Affiliations
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Greater Philadelphia Chapter of UNICO

UNICO strives to promote and enhance the Image of Italian Americans; for members to be of service to the community; to promote Italian heritage and culture; to promote, support, and assist charitable, scientific, cultural, educational, and literary projects; to promote members' interest in public welfare; and, to cooperate with other in civic, social and cultural development.

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Filitalia International

Filitalia International is a non-profit organization, founded in 1987, to promote and preserve the Italian heritage, language, and customs throughout the world. Their goal is to solidify and expand the Italian culture, tradition, and heritage through social and humanitarian events.

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