Services Offered
Retirement Planning
Personalized strategies to help you plan and save for a secure and comfortable retirement.
Investment Management
Expert management of your investment portfolio with ongoing monitoring and adjustments.
Home Purchase Assistance
Guidance and support through the home-buying process, including financial setup and last-minute help.
Portfolio Reviews
Detailed analysis and explanations of your investments to ensure alignment with your goals.
Financial Goal Setting
Tailored advice for savings, investments, and other financial objectives based on your life stage.
Reviews
5(5 reviews)
Rating Distribution
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erica paget
via Google
about 2 months ago
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.
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W J Ross Malcolmvia Google
3 months ago
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.
M
Marilyn Differvia Google
4 months ago
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.
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N Wolfevia Google
4 months ago
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 🫶🏼
J
June Newburyvia Google
4 months ago
We are very happy with how our funds are managed and how responsive Kevin and team are to all of our questions. Highly recommended.
