Crest Financial Group

Finance · Pennsylvania, United States · 11-50 Employees

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Overview

Headquarters

1401 N Cedar Crest Blvd Ste 107, Allento...

Phone Number

(610) 821-7066

Revenue

$5.1 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Crest Financial Group

Crest Financial Group is an independent financial services firm that assists individuals and families in managing, growing, and preserving their long-term wealth. The firm focuses on building long-term relationships with clients through trust, professional advice, and personalized service. With over $500 million in client assets and a team boasting 100 years of combined experience, Crest Financial Group aims to help clients achieve financial independence. They operate from two locations in eastern Pennsylvania, providing a wide range of financial resources and tools.Explore more
Crest Financial Group's Social MediaPopular SearchesCrest Financial GroupCrest FinancialCrest Financial CorpCrest Financial Ltdcrestfinancialgroup.comSIC Code 62,628NAICS Code 52,523Show more

Crest Financial Group Org Chart

PhoneEmail
BP
United States flag for contact location.

Manager, Wealth

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EB
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Manager, Wealth

PhoneEmail
Robert Springer, Manager, Wealth & Owner at Crest Financial Group
United States flag for contact location.

Manager, Wealth & Owner

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CB
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Tax Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Crest Financial Group

$5.1M
11-50
Private
-
2005
BP
Bryan PojanowskiManager, Wealth
<$5M
1-10
Private
-
2008
KS
Kimberly StollCEO & Founder
<$5M
1-10
Private
-
-
JG
Jenny GreenDirector, Client Relations
<$5M
1-10
Private
-
2014
DS
Daniel ShevlinCfp, Clu, Ricp Lpl Financial Advisor
<$5M
1-10
Private
-
2008
RS
Ryan SmithSenior Strategy Manager
<$5M
1-10
Private
-
2019
GP
George PitraInvestment Advisor
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Crest Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Crest Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Crest Financial Group.

Crest Financial Group Tech Stack

A closer look at the technologies used by Crest Financial Group

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Frequently Asked Questions Regarding Crest Financial Group

What is Crest Financial Group's official website?
Crest Financial Group's official website is www.crestfinancialgroup.com
What is Crest Financial Group's Revenue?
Crest Financial Group's revenue is $5.1 Million
What is Crest Financial Group's SIC code?
Crest Financial Group's SIC: 62,628
What is Crest Financial Group's NAICS code?
Crest Financial Group's NAICS: 52,523
How many employees does Crest Financial Group have?
Crest Financial Group has 11-50 employees
What industry does Crest Financial Group belong to?
Crest Financial Group is in the industry of: Finance, Securities Trading
What is Crest Financial Group competition?
Crest Financial Group top competitors include: Destination Wealth Advisor Group, Access Financial Partners, Independent Investment Services, Retirement Planning Group
What technology does Crest Financial Group use?
Some of the popular technologies that Crest Financial Group uses are: Cloudflare Website Optimization, Google Font API, Microsoft 365, Google Tag Manager
How do I contact Crest Financial Group?
Crest Financial Group contact info: Phone number: (610) 821-7066 Website: www.crestfinancialgroup.com
What does Crest Financial Group do?

Crest Financial Group is an independent financial services firm that assists individuals and families in managing, growing, and preserving their long-term wealth. The firm focuses on building long-term relationships with clients through trust, professional advice, and personalized service. With over $500 million in client assets and a team boasting... 100 years of combined experience, Crest Financial Group aims to help clients achieve financial independence. They operate from two locations in eastern Pennsylvania, providing a wide range of financial resources and tools.Read More

What are Crest Financial Group social media links?
Crest Financial Group Linkedin page
Is Crest Financial Group a public company?
Crest Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Crest Financial Group

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