Margarita Romano

Margarita Romano - ChFC®

Financial Advisor

Creative Financial Group
16 Campus Boulevard
Newtown Square, PA 19073

Phone: (610)886-4006
Fax: (610)325-6230
E-mail:

  • Registered Representative of New England Securities, Corp. (member FINRA/SIPC)
  • Leaders Conference Qualifier: A company honor awarded annually to those Financial Services Representatives who have successfully demonstrated the ability to attract, develop, and retain clients by helping them meet their financial security needs.

Margarita is a graduate of University of Delaware. She is Series 7, 66 securities licensed, has her Life, Accident and Health insurance license and a Chartered Financial Consultant Designation.

At Creative Financial Group, Margarita is dedicated to providing her clients with assistance in securing their financial future. With over sixteen years of experience in the financial services industry and an experienced team of experts behind her, she is able to assist her clients in the following areas:
 
PROFESSIONAL SERVICES
Business Continuation and Estate Conservation Strategies
Personal Financial Strategies
Retirement Planning Strategies
Life Insurance
Disability Income Insurance
Executive Compensation Plans
Wealth Distribution/Tax Efficient Strategies
Wealth Accumulation Strategies
College Education Funding Strategies
Charitable Giving Strategies
Long-Term Care Planning and Insurance
Employee Benefits
Risk Management
 
Margarita was a Leaders Qualifier in 2010.
She resides in West Chester, PA.
 
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.