Why Creegan & Nassoura

Creegan & Nassoura Financial Group, LLC, is a registered investment adviser and financial planning firm staffed by dedicated, experienced professionals. By choosing us, you will benefit from:

Objective Advice

As fee-only financial advisors, our interests are aligned completely with yours. We never earn commissions from selling products. You can always count on us for unbiased advice and prudent financial management.

Integrity

Honesty is the foundation of our relationship with you. We clearly define our services and our fees from the outset.

Individual Attention

Establishing a close relationship with you is critical to our success. Unlike banks and financial institutions, we focus on individuals and their specific objectives. We listen closely when you discuss your goals and we respond with solid, innovative solutions for life's challenges.

A Passion for Excellence

Our vocation is our avocation. We conduct extensive research, speak to experts and frequently consult reference and data sources. This helps us spot key trends, implement effective strategies, identify opportunities and minimize risk.

Top Credentials

Rob and Steve are both experienced financial professionals who have managed the financial affairs of individuals and corporations of all sizes. Each holds the Certified Financial Planner® designation, having met stringent education, testing, experience and ethics requirements to provide objective financial planning advice.

Teamwork

While you will work primarily with either Rob Creegan or Steve Nassoura, you will benefit from the service and expertise provided by a team of senior financial professionals.

Investment Knowledge and Access

Creegan & Nassoura has extensive experience with individual securities, mutual funds, bonds, annuities and international investments. Through our fee-only business model and our relationship with Charles Schwab & Co., Inc., we have access to a full array of investment opportunities. 

Multi-disciplinary Problem-solving

The best solutions often require experts from various disciplines. Over the years, we have developed a network of professionals including estate-planning attorneys, CPAs and insurance experts who are outstanding in their respective professions. If you already have valued advisors, we will be pleased to work with them.  

Thoroughness

Before recommending any course of action, we will take time to understand your goals, tolerance for risk and tax situation. After developing an appropriate strategy, we will implement your plan and continually monitor results to ensure we are on track. You will receive regular, detailed reports on your progress.

Confidentiality

All your financial and personal information will be treated with the utmost confidentiality.

Safety

Your funds are held by Charles Schwab & Co., Inc., offering you secure custody. However, if you prefer to custody your investments with your current institution, we will be pleased to accommodate you.