CF
Crescent Financial Group
Your trusted partner for personalized financial planning and investment management in Winnipeg.
5(5 reviews)
Business
$$$
Your trusted partner for personalized financial planning and investment management in Winnipeg.
Crescent Financial Group is a premier financial consulting firm in Winnipeg, dedicated to helping individuals and families achieve their financial goals. With a team of experienced and approachable advisors like Cory and Matthew, we provide comprehensive services including retirement planning, home purchase assistance, investment management, and portfolio reviews. Our client-focused approach ensures personalized strategies, exceptional responsiveness, and stress-free experiences, as reflected in our 5-star reviews. We build lasting relationships based on trust, expertise, and a commitment to your financial well-being.
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Personalized strategies to help you plan and save for a secure and comfortable retirement.
Expert management of your investment portfolio with ongoing monitoring and adjustments.
Guidance and support through the home-buying process, including financial setup and last-minute help.
Detailed analysis and explanations of your investments to ensure alignment with your goals.
Tailored advice for savings, investments, and other financial objectives based on your life stage.
I have had an amazing experience working with Cory. He is super friendly, informative, and very approachable, which made it easy to ask questions as a girl in her twenties. I initially met with him to set up my finances for savings and purchasing a home, and he went above and beyond by helping me last minute with the actual purchase of my house. He was extremely attentive, highly responsive and dependable, and made the whole process much less stressful. I’ve already recommended him to multiple people and wouldn’t hesitate to do so again.
Matthew Molitowsky was on time, for our appoinment, and we had a very informative conversation about our portfolio. He was very knowledgeable and explained things in detail to us. He was courteous and answered all of our questions. We are quite pleased with the service he gave us.
Crest is great very helpful in planning retirement. Cory explains things and has lots of experience in financial planning. Enjoy meeting with Cory and staff always a pleasure.
I trust when dealing with Crescent Financial Group, to the extent that when I'm busy and can't commit the time to critically monitor my investments, I know their expertise is there to ensure my interests are managed exceptionally! Thank you 🫶🏼
We are very happy with how our funds are managed and how responsive Kevin and team are to all of our questions. Highly recommended.
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