Registered Investment Adviser - Certified Financial Planners

Our Team

Robert M. Creegan, Jr., CFP

Rob Creegan is a veteran financial professional, with broad experience investigating opportunities and executing intricate strategies. He has served as Chief Financial Officer and Treasurer of privately held national corporations. He has extensive experience developing and managing detailed investment strategies, retirement plans, benefits programs and risk management strategies including insurance for corporations and individuals.

Over the last 30 years, he has avidly studied the financial markets worldwide and effected the achievement of long-term goals through successful management of investments. 

Rob holds the Certified Financial Planner® (CFP) license and a bachelor’s degree in business administration with a major in accounting from the University of Lowell.

Contact Rob

  • 603.429.0791
    978.392.0794
    603.365.4937 fax



“When you retain us, it’s like
having your own personal CFO.
We manage your personal finances
with professionalism and expertise.
The achievement of your goals is
our mission.” 


— Robert M. Creegan, Jr., CFP