Crescent Financial Group
Insurance,
Investing,
Financial AdvisingHours:
416 W Main St, Lexington SC 29072 Hours
About Crescent Financial Group
Crescent Financial Group offers personalized financial planning services, focusing on wealth management, investment, college, and retirement planning, as well as risk management and life insurance options. Clients appreciate the team's dedication to creating customized strategies that cater to their individual needs. The financial planner, known for his extensive knowledge and experience, builds strong relationships with clients by providing regular reviews and clear explanations of financial concepts. Many clients feel confident in their financial future, having transitioned from previous advisors who did not prioritize their interests. The firm is praised for its professionalism and commitment to acting in the best interest of clients, making it a highly recommended choice for financial advice in the Lexington area.
Most Recent Reviews
March 2024
Reliable, trustworthy, and extremely knowledgeable. Highly recommend working with Gary and his team!
June 2023
Gary has done an excellent job handling our finances. We also started a 529 education plan for our grandson with Crescent Financial. We know we are in good hands now. In the past, we had someone that really didn't look out for our future. That is no longer the case.
June 2023
Gary makes sure we stay focused on our future goals by calling us in for regular reviews and encouraging us to invest to the max. I really appreciate it when someone is willing to take the time to explain things clearly to amateur me. Gary answers my "stupid" questions while avoiding making me feel stupid :-)
More Comments(12)
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