Creative Funding Corporation

Creative Funding Corporation is an independently owned wealth and investment management firm that has served clients since 1985. The team works with investors on mutual funds, stocks, bonds, annuities, certificates of deposit and institutional securities, and also handles financial planning and budgeting. Advice is tailored to each client, whether the goal is steady current income for conservative investors or long-term growth.

New clients get a free initial consultation, which can be booked by phone or through the contact form on the firm's website. The firm is registered to work with individuals in Connecticut, Massachusetts and Florida. For trust design, tax accounting and legal questions, the team refers clients to outside specialists it works with. The office is on Bloomfield Avenue in Bloomfield, Connecticut, and is open weekdays during business hours.