Joseph C. Carr

Senior Associate

Creative Financial Group
16 Campus Boulevard
Newtown Square, PA 19073

Phone: (610)325-6135
Fax: (610)325-6240
E-mail: jcarr@cfg.nef.com

Joseph C. Carr has been in the financial services and planning industry since 1997. Joe’s practice focuses on three main areas: employee benefits, retirement planning, and financial and estate planning. The practice is split between corporate clients and individual/high net worth clients. Joe focuses on helping his clients identify, design and implement plans to produce agreed upon specific results. His team and the intellectual capital they can bring to the table create a value added approach where the client is always held in center focus.

Joe is a 1997 graduate of West Chester University.

Joe resides in Lower Gwynedd, PA with his wife Gina and three children. He is an avid golfer and serves on several boards.

Areas of Focus

Wealth Accumulation Strategies
Business Succession Strategies*
Estate Planning
Family Legacy Strategies
Retirement Adequacy Studies
Wealth Distribution/Tax Reduction Strategies*
Executive Compensation Plans
Charitable Gifting Strategies*
Long Term Care Insurance
Protection Planning
Disability Income 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.