Crest Financial LLC's disclosure requirements provide you with information to make an informed choice. Find required ADV forms below.

The Fact Finder Questionnaire and the Asset Allocation Worksheet will help you to assess your position and form your goals.

In the Pacific Northwest, Raven is considered a cunning and mischievous observer. Nothing escapes his watchful eye. 

Who has an eye on your investments and fees? The following articles will help you understand how fees might make a difference to your investments. Crest Financial LLC can help prepare a custom analysis of your investments and fees.

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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