Crest Financial Group

Description

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.

Dr. Robert K. Springer is an economist and a C ERTIFIED F INANCIAL P LANNER TM professional who is the founder of Crest Financial Group. For over 30 years he has established a professional practice specializing in financial, tax, retirement, and estate planning for individuals and businesses in the Lehigh Valley and surrounding areas.

While we provide an updated and current market commentary each week, dated commentaries presented here are available for historical and archival purposes only and do not represent the current market environment. Dated commentaries should not be used to make investment decisions or be construed directly or indirectly, as an offer to buy or sell any securities mentioned. Past performance cannot guarantee future results.

Telvia joined Crest Financial Group in 1998 and is the client service specialist for the office. Her responsibilities include client services and account maintenance as well as preparing and compiling information for the client review process. Telvia brings to Crest Financial Group more than 30 years of experience in finance and office management and has formed lasting relationships with many of our clients.

Products & services

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