Welcome to Crescent Financial Group
Our financial advisors in Lexington, SC, provide the comprehensive services and advice you need to help work towards building your wealth, planning tour financial future, and seeking to excel even in the most difficult of economic times.
Whether you want assistance with investment planning, bonds, retirement planning, disability income, life insurance policies, and much more, our team of financial professionals is here and ready to help.
Experienced Financial Advisors and Impeccable Services
From "can I retire early" to "estate conversation issues," our team has the knowledge and experience to address a variety of needs and issues. With 20 years of service, we understand the ins and outs of the financial industry. Additionally, our personable approach, as well as our professional demeanor, drives us to deliver the best customer experience to our clients.
In order to make the best decisions about your finances, our financial team invests the time in understanding your goals as well as developing an accurate assessment of your current financials. Through this process, everyone becomes better informed as to the steps required to pursue your goals. Our evaluation and consultation are designed to help our financial consultants choose which of our comprehensive suite of products and services best serve your unique situation.
Financial Services and Products We Offer Include:
- 401(k) retirement plans and Individual Retirement Accounts
- 529 qualified tuition plans
- Mutual funds
- Certificates of Deposit
- U.S. Treasuries Securities
- Group retirement and savings plans
- Simplified Employee Pension Plans
- Qualified Retirement Plans
- Other retirement savings plans designed specifically for employee groups
- Life insurance
- Long-term care, disability, and critical illness
- Health Insurance Group health benefits
Contact us at (803) 399-2000 today to schedule an appointment with our talented team.