Creative Financial Strategies 5130 Woodside Executive Court, Aiken, SC 29803
About the Business
Creative Financial Strategies is a professional financial services firm located in Aiken, South Carolina. Our team of experienced practitioners offer comprehensive and area-focused personal planning, wealth management, employee financial education, and executive benefit financial education and planning services to both corporate and individual clients. From midsized, closely held firms to Fortune 200 companies, we cater to a diverse range of clientele.
Please note that not all registered representatives at our firm are able to offer advisory services. For more information about our services, fees, and standards of conduct, please refer to Lincoln Financial Securities (LFS’) Form CRS Customer Relationship Summary.
For investment and advisory services, our representatives are affiliated with Lincoln Financial Securities Corporation, a member of FINRA/SIPC. Insurance services may be offered through LFS Marketing & Insurance Sales Corporation in CA and LFS Marketing & Insurance Agency Corporation in NY. Please consult your tax or legal professionals for personalized advice.
Visit us at 5130 Woodside Executive Court or contact us at 803-741-1001 (Toll Free: 877-741-1001) or via email at [email protected]. Let Creative Financial Strategies help you achieve your financial goals.
Location & Phone number
5130 Woodside Executive Ct, Aiken, SC 29803, United States
Hours open
Monday:
08:30 - 17:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 17:00
Friday:
08:30 - 12:30
Saturday:
Closed
Sunday:
Closed
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