portrait of Paul L McCreight
FINANCIAL ADVISOR
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About Paul

Money isn't just about numbers; it's about dreams, security and feeling confident. For over 17 years, I've been more than a financial advisor; I've been a guide, a partner and a champion for families striving towards their financial aspirations. I believe every individual deserves sound financial advice. That's why my focus is on the people who depend on the strategies we create. I'm dedicated to demystifying finance, making it accessible to everyone, regardless of their background or income level.

Before diving into the world of finance, I pursued a legal career, earning my Juris Doctor from Hamline University. While studying...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • College Savings
  • Estate & Legacy Strategies
  • New Investors
  • Wealth Strategies

Work History

  • Edward JonesMay 2006 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • ChFC®

    Chartered Financial Consultant®
  • CEPA®

    Certified Exit Planning Advisor®

Education

  • Hamline UniversityJuris Doctor

Personal Interests

  • Community Outreach
  • Fishing
  • Hockey
  • Health & Nutrition
  • Art Museums

Team Members

  • Kit Gontarek
    Sr. Branch Office Administrator
    FPQP®

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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