Philosophy

Crest Financial LLC

Clear Fees. Clear Services. Clearly Different.SM

Clearly
Different

Your hopes and your dreams are the pieces that should  matter most. You are more than a portion of your advisors' Assets Under Management. 

On your journey there will be fees, charges and potential conflicts of interest. These need to be on the table so that you can understand your options and your expenses both today and over time. ​

Clear
Fees

How you pay for your financial services can make a clear difference for your future.

Clear

Services

You should be able to define the scope of the work you do with your financial professional. What you are paying for matters. 

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This content has been developed by Crest Financial LLC and is believed to be accurate. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.The fiduciary standard of care applies only to advisory services. Crest Financial LLC and Osaic Wealth are unaffiliated. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. Copyright 2024 Crest Financial LLC

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