Mark MacInnis

Mark MacInnis

Senior Associate

Creative Financial Group
16 Campus Boulevard
Newtown Square, PA 19073

Phone: (610)355-7888
Fax: (610)325-6240
E-mail:

Qualifications

  • Three time Leaders Qualifier
  • Member of the Million Dollar Roundtable
  • Registered Representative, New England Securities

Personal

  • Graduated Magna Cum Laude with a B.S. in Marketing from Virginia Tech in 2001
  • Currently resides in West Chester, PA
  • Assistant Wrestling Coach at W.C. Henderson High School
  • Charitable involvement with the Variety Club of Philadelphia, The Tomorrow’s Children Fund and The American Ireland Fund
  • Serves some of the area’s top entrepreneurs in the construction, food, and manufacturing industries

Professional Services

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

 

*I will work with you and your tax and legal advisers to help you select the most appropriate product solutions to suit your specific needs and circumstances.

Neither New England Securities nor its representatives provide tax or legal advice. Please consult your tax advisor or attorney for such guidance.