Jeffrey B. Miller

Jeffrey B. Miller

Financial Planner
Financial Representative

Creative Financial Group
16 Campus Boulevard
Newtown Square, PA 19073

Phone: (610)325-7834
Fax: (610)325-7010
E-mail:

Qualifications

  • Member of NIAFA
  • Registered Representative, New England Securities
  • Currently pursuing his CFP
  • Senior Investment Specialist with CFG Wealth Advisory Group

Personal

  • Graduated Cum Laude with a B.S. in International Business and Management from Dickinson College in 2001
  • Currently resides in West Chester, PA
  • First Vice President of the Lionsville Lions Club
  • Active involvement in several local ice hockey skill development programs
  • Serves some of the area’s top entrepreneurs in the construction, food, and manufacturing industries

PROFESSIONAL SERVICES

  • Business & Estate Planning
  • Personal Financial Strategies
  • Retirement Planning Strategies
  • Life Insurance Strategies
  • Disability Income Protection Insurance
  • Executive Compensation Plans
  • Wealth Distribution / Tax Strategies
  • Wealth Accumulation Strategies
  • College Education Funding Strategies
  • Charitable Giving Strategies
  • Long Term Care Insurance Strategies
  • Corporate Retirement Plans

 

Creative Financial Group (CFG) is one of the Delaware Valley's largest financial services firms with more than 250 financial representatives who have been dedicated to helping its clients maximize, manage, and protect their assets and earning potential for more than 30 years.

CFG was founded in the mid-70’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 becoming one of the top 10 financial services firms within the New England Financial (NEF) enterprise. In addition, CFG routinely wins the industry's top awards for client retention, sales growth, agent retention and other key criteria.