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Individual Services


    All of our lives are full of complexity which often results in things being left undone or done incompletely.
This was one of the founding principles behind the creation of CRESCENT WEALTH COUNSEL, to afford client the opportunity to simplify their financial lives without sacrificing the vast array of expertise required to make aspirations into realities. Our specialists are ready to understand your aspirations and translate them into solid financial terms and programs to creating lasting peace of mind.,


©2017 Crescent Wealth Counsel. All rights reserved.

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC, to residents of:
AZ, CA, CO, FL, GA, MI, NJ, PA, TX, VA, VT, WA.
Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.
Cambridge and Crescent Wealth Counsel are not affiliated.
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