Our mission is to provide experienced guidance and exceptional personalized service.
At Crescent Financial Group, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
•Investing principles and strategies
•Retirement investing and distribution strategies
•Estate conservation issues
•Risk management analysis
We also can answer your questions, including:
•Can I retire early?
•Are my investments working hard enough?
•What’s a good approach for college savings?
•What are the elements of a sound estate strategy?
•Do I have enough life insurance for my family?
Our experienced financial advisors have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Keywords: financial advisor, financial planner, retirement planning, 401k transfer, roll over 401k, college financial planning, college financial advisor, estate planning, life insurance, investment planning
Interview Q&A
How long have you been in business?
2011
What is your primary product or service?
financial planning, financial advisor, investment planning, insurance
What type of payments do you accept?
Check
Which areas do you service?
Lexington SC, Columbia SC, South Carolina
Who owns your company or runs daily operations?
Gary Deese
What are your hours of operation?
M-F: 8AM-5PM
Contact Crescent Financial Group:
