At Crescent Financial Group, we empower our clients to pursue their passions and fulfil their goals and support our communities by assisting those in need. We do this by building strong, supportive relationships while providing thorough, independent, effective financial guidance. We value character, collaboration, excellence, empowerment, ingenuity and impact and let these principles guide us in all that we do.
“I would give Crescent Financial a 5-star rating for my recent appointment. I appreciated the great safety measures your office has in place in support of the current COVID-19 restrictions. I also am grateful that I was able to come into the office for an in-person meeting with Kevin.”
Anna Marie
“Our meetings with Cory have been informative and thorough. We trust all his input. I always felt that you need a mega portfolio to have a financial advisor, but I was wrong. Cory has handled our questions and concerns with professionalism. We have nothing but confidence with him and Crescent Financial.”
Tom and Edith
“I always appreciate speaking with Kevin, it means a lot to me that he takes the time to help put my mind at ease about our future with finances.”
Sandy R.
“Our meeting with Cory was the same as always, with Cory being helpful, knowledgeable, prepared and honest. Excellent advice from an honest and fair source.”
Wayne and Irina H.
“Kevin’s ease of communication always makes me feel comfortable to share my concerns; not only do I come away with a sense of security & learn something, but my financial burden feels lighter. Thank you for your confidentiality and honesty always.”