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

​Member FINRA/SIPC -   Customer Relationship Summary

Crest Financial LLC's performance standards  aim to serve you: 

Clear Fees. Clear Services. Clearly 

Crest Financial LLC

  • 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.