Wayne and Irina H.
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.
To provide answers to frequently asked questions about money, and other life issues, we have assembled a large quantity of online resources. You can either browse the topics below or use our Search Tool above to find articles pertaining to almost any type of financial situation.
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Wayne and Irina H.
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.
Tom and Edith
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.
Without barely a moment’s thought, you would protect your family from an immediate threat.
Do you ever feel like life is too automated? Maybe you’re suspicious of the cruise control feature on your car.
You have worked all your life and saved for retirement. What other planning work could possibly be left?
