Let Crest Financial Group
Help You Piece Together Your Financial Puzzle

Crest Financial Group is an independent financial services firm helping individuals and families manage, grow, and preserve their long-term wealth. Our wealth managers are dedicated to collaborating with clients to set, monitor, and help achieve personal financial goals by utilizing an unlimited amount of resources and tools.

We seek to build long-term client relationships based on trust, competent professional advice, continual communication, and prompt personal service. With over $400 million of client assets invested through Osaic Wealth, Inc., 70 years of combined experience in the industry and two locations in eastern Pennsylvania, your Crest Financial Group team acts as a financial resource to help you reach your financial independence.