Crest Financial Group is an independent financial services firm based in Los Angeles, CA, dedicated to helping individuals and families manage, grow, and preserve their long-term wealth. With over $400 million of client assets invested through Osaic Wealth, Inc., and 70 years of combined experience in the industry, their team of wealth managers collaborates with clients to set and achieve personal financial goals.
By utilizing a wide range of resources and tools, Crest Financial Group builds long-term client relationships based on trust, competent professional advice, continual communication, and prompt personal service. They strive to be a reliable financial resource, assisting clients in reaching their financial independence.
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