James Veit

James Veit

Financial Advisor
Financial Representative

Creative Financial Group
16 Campus Boulevard
Newtown Square, PA 19073

Phone: (610)886-1304
Fax: (610)325-6230
E-mail:

James is a graduate of Goldey-Beacon College and has a Bachelor of Science in Accounting and Finance. He is Series 6, 7, 63, 65 and 24 securities licensed, and has been in practice with CFG since 2003.

At Creative Financial Group, James serves some of the area’s top entrepreneurs in the construction, medical, food/beverage and manufacturing industries, where he is dedicated to providing them with assistance in securing their financial future. With an experienced team of experts behind him, he is able to assist his clients in the following areas:
 
PROFESSIONAL SERVICES
  • Family Legacy Planning
  • Wealth Accumulation Strategies
  • Wealth Preservation Strategies
  • Business & Estate Planning
  • Business Succession Planning
  • Retirement Adequacy Studies
  • Wealth Distribution
  • Advanced Tax Strategies
  • Long Term Care Insurance
  • Life Insurance Strategies
  • College Education Funding Strategies
  • Executive Compensation Plans
  • Disability Income Protection
  • Charitable Giving Strategies
 
AFFILIATIONS
  • Association of Builders and Contractors
  • Delaware Contractors Association
  • Western Chester County Chamber of Commerce of Pennsylvania
 
 
ABOUT CREATIVE FINANCIAL GROUP
CFG is one of the Delaware Valley’s largest financial services firms with more than 350 financial representatives who have been dedicated to helping its clients maximize and protect their assets and earning potential for more than 30 years.
 
CFG was founded in the mid-1970’s by a group of professionals whose aim was to redefine the way in which financial services are delivered to accomplished professionals and family-owned businesses.
 
This vision has resulted in CFG regularly ranking one of the top 10 financial services firms within the New England Financial enterprise. In addition, CFG routinely wins industry awards for client retention, sales growth, agent retention and other key criteria.