Crescent Financial Group

Crescent Financial Group is a financial planner in Lexington, SC. The firm provides financial advisory services to individuals and families in Lexington, Columbia, and Aiken, SC. Their specialized services include investment strategies, retirement planning and distribution strategies, estate conservation, and risk management and insurance analysis.

The firm utilizes a collaborative, team-based approach to offer a broader perspective and provide comprehensive, thoughtful strategies for their clients. Their mission is to simplify complex financial topics through authentic, approachable guidance. The team includes experienced advisors such as Gary L. Deese, who has been a financial advisor since 2002 and is certified in long-term care, and Lisa Taylor, who has been with the group since 2011. To assist with financial and retirement planning, the firm provides various resources including financial calculators and a library of information.

Crescent Financial Group is located on W Main St.

The business is recognized for providing thorough and well-documented information to those seeking financial guidance. Their commitment to clarity and personalized service helps clients navigate their unique financial journeys with confidence.

Crescent Financial Group serves as a dedicated partner for today's decisions and tomorrow's dreams for the Lexington community.

Services:

• Financial Planning
• Flexible Meeting Options
• Investment Advice
• Proactive Updates
• Retirement Planning