Crest Financial Inc.

Achieve your investment goals the smart way

…Concentrate on what you do best running your business. We’ll manage the numbers.

Our Story

Trusted

Experienced

Professional

SERVICES

What We do

Welcome to Crest Financial Incorporated
Your Trusted Partner in Fiduciary Wealth Solutions
At Crest Financial Incorporated, we deliver comprehensive, client-centered financial strategies designed to foster long-term wealth accumulation, provide sustainable retirement income, protect family legacies, and create lasting financial literacy across generations. As a licensed fiduciary financial firm, our commitment is to act in your best interest at all times.
Whether you’re seeking sophisticated asset protection or exploring solutions for tax-advantaged income in retirement, we’re here to guide you with integrity, professionalism, and a deep understanding of today’s financial landscape.

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01

Wealth Management

We help high-net-worth individuals, professionals, and families grow and preserve capital through disciplined and tax-optimized strategies.
Services include:
Strategic asset allocation and portfolio rebalancing

Financial Need Analysis (FNA):
Tax-efficient investment vehicles (e.g., Roth IRAs, 529 Plans, and tax-managed portfolios)

Retirement planning through LIRP:
We partner with you to align your financial portfolio with your short- and long-term objectives, risk tolerance, and legacy goals.

Intergenerational Wealth Coaching

Empower your children and grandchildren with financial education:
Financial literacy for teens and young adults
Heirs preparedness programs
Multi-generational wealth workshops

Professional consultant discussing solutions during a meeting indoors.

03

Life
Insurance Planning

At Crest Financial Inc. our Life Insurance Planning helps you protect what matters most. We guide you in choosing the right coverage to secure your family’s future and provide peace of mind. Whether it’s income replacement, debt protection, or legacy planning, we tailor solutions to fit your needs and budget. With our expert support, you can make informed decisions that ensure financial security for your loved ones no matter what life brings.

WHY CHOOSE US

Built on Trust, Driven by Results

At Crest Financial Inc. we put your financial goals first. Our team offers expert advice, personalized solutions, and a commitment to your long-term success. We believe in transparency, integrity, and building lasting relationships with every client. Whether you’re growing your wealth, managing debt, or planning for the future, we provide trusted support every step of the way. Choose Crest Financial Inc. for reliable service, proven results, and a partner who truly cares about your financial journey.

We Help
You Build Wealth

We empower you with the knowledge and tools to master your finances—covering everything from budgeting and saving to investing and income protection. Whether you’re aiming to grow your wealth or create multiple income streams, we’ll help you build a solid financial future.
✅ Practical, real-life strategies
✅ Smart tools for confident decisions
✅ Guidance to take full control of your money

We Help
You Preserve Wealth

Once your financial growth is underway, our focus shifts to protecting and sustaining it. We provide tailored strategies that include tax planning, risk management, and smart protection tools like insurance and annuities—ensuring your wealth is built to last through every season of life.
✅ Personalized strategies for your unique journey
✅ Strong asset protection and tax-smart planning
✅ Stability and peace of mind for the long term

We Help
You Transfer Wealth

True wealth goes beyond today—it’s about what you leave behind. We help you prepare for the future on your own terms. From estate planning and life insurance to business succession, we’ll guide you in building a legacy that stands the test of time.
✅ Easy-to-understand estate planning guidance
✅ Smart strategies for preserving family wealth
✅ Tools designed to secure your legacy

TESTIMONIES

What Our Clients are Saying?

“I was drowning in debt and had no idea where to turn. Crest Financial Inc. took the time to understand my situation, provided a clear plan, and helped me rebuild my financial stability. Their team was professional, caring, and always available to answer my questions. I finally feel in control of my finances again.”

Jessica T. Atlanta, GACapital K

“Working with Crest Financial was a game-changer for my business. They helped me secure funding when other institutions wouldn’t even consider my application. Their personalized approach and deep industry knowledge set them apart. I highly recommend them to any small business owner looking for reliable financial support.”

Michael R., Miami, FLMkay Globals

“Crest Financial Inc. gave me peace of mind during a stressful time. They were transparent about every step of the process and treated me with respect. Thanks to their guidance, I improved my credit score and qualified for a mortgage. I’m forever grateful.”

Opeyemi S, Madison, WITundun African Kitchen

Ready to Take the First Step?

Let’s build a plan that works for you. Whether you want to start
simple or dive into strategy, we’re here to help you move forward with clarity.

Schedule a Free Consultation