Steven G. Karlik, CLU, ChFC - CLU®, ChFC®Senior Partner and Investment Specialist Creative Financial Group
Phone: (610)492-7252 Steven Karlik has been in the financial services arena since 1986. His focus is on delivering comprehensive, state-of-the-art financial solutions to a select group of executives, business owners, and other successful individuals and families who have unique planning and wealth management needs. Mr. Karlik attended Kean University, where he also played college baseball. He was on the standby list of Olympic hopefuls for the the 1984 Olympic baseball team. Karlik is Series 7 registered with FINRA, and holds the CLU (Chartered Life Underwriter) and ChFC (Chartered Financial Consultant) designations from The American College. He is also a Registered Representative and Financial Planner with New England Securities.
Mr. Karlik offers a comprehensive suite of financial services that include estate planning, business succession planning, wealth management strategies, and retirement planning. He also offers solutions to corporate clients and their employees, including benefits administration, risk management, and retirement education.
Mr. Karlik lives in Montgomery, NJ with his wife, Michelle, and their four children. When not enjoying the company of his family and friends, he is most likely to be playing golf at the Ridge at Back Brook in Ringoes, NJ, where he is a member. He is also involved in the Making Headway Foundation for Brain Tumor Research.
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New England Financial is the registered mark for New England Life Insurance Company, Boston, MA and New England Securities. Securities products offered by New England Securities Corp (NES), Member FINRA, SIPC. Investment advisory services offered by Investment Adviser Representatives of NES, a Registered Investment Advisor. |
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