Our Team

Hennessy Financial is proud to be a part of CREATIVE Financial Group, where we are able to utilize a great support team for all of our professional needs. We believe that using additional resources will enhance the service we provide to our clients.

 

The backing of CREATIVE Financial Group & The CREATIVE Difference

At CREATIVE, we pride ourselves on a holistic approach for our clients that differs from the rest. Through this approach, we focus on the foundations of advocacy, intellectual capital, a customized planning methodology and a client experience team.

ADVOCACY

Clients trust CREATIVE to help protect themselves and their families, business partners, and associates from risk. Financial Professionals are objective client advocates and tap the collective expertise of a full team of resources to guide clients in attaining lifetime and legacy goals.

INTELLECTUAL CAPITAL

With CREATIVE, clients benefit from the firm's collective experience spanning decades. Complementing this long-standing expertise are Client Experience, Wealth Strategies, and Services teams, as well as strategic resources to help with specialized business services.

A CUSTOMIZED PLANNING METHODOLOGY

Following a time-tested methodology, CREATIVE offers clients actionable advice through internal collaboration and strategic partnerships. This flexible service model provides clients with ongoing monitoring and the ability to change course as personal and business objectives evolve.

CLIENT EXPERIENCE TEAM

Navigating your financial future can feel overwhelming. CREATIVE can help. Our Client Experience team provides you with simplified organization, proactive communication, and set-up/oversight through Personal Financial View®.