Crest Financial Group

Mar 2026

I’ve been a client of Crest Financial for more than 15 years. Eric and Cheryl have walked with me through my financial planning and tax preparation. Today I walk with them into retirement! Thanks to all the staff for the amazing support, guidance and hard work you give each day! I so appreciate you!

Mar 2026

Crest Financial Group has been servicing my family for decades and there is no other financial planning group I would use. From tax services to investment portfolios, we do it all with Robert, Eric and Bryan.

Apr 2024

Great experience for over the last 10 years. Eric and Cheryl are great to work with. Honest and straightforward is what comes to mind to describe them. Enjoy the advice and appreciate the efforts on their part.