Crest Financial LLC's performance standards aim to serve you:
- Clear written estimate of fees for your planning.
- Investment policy consistent with your goals and risk tolerance.
- Phone calls and emails returned within five business days.
- Email followup within one week of meeting.
- Regular meetings to monitor progress toward your goals.
- Annual review of your investment policy, performance, and fees.
- Review of all agreements with Crest Financial LLC, providers, and a peer review at least once every three years.
Clear Fees. Clear Services. Clearly Different.sm
Crest Financial LLC