Crescent Financial Group

We have been working with Kevin Harold and his staff for quite a few years and their service has been phenomenal. They are always available to help me with my needs.

Barry Vokey and Sylvia Sinclair

Highly recommend Christina Grace from Crescent Financial. I contacted her earlier this year in regards to purchasing health benefits for my family and she was able to find us competitive rates. She was very helpful and very responsive to the many questions I had in regards to the transition switching from a company benefit to a personal health plan. Thank you so much Grace!

I have been dealing with Kevin and Corey for years and would not hesitate to recommend them for all your financial planning and insurance needs. Very professional and caring!

Because of Covid we were unable to book a face to face appointment.

Kevin Harold arrange for a Team meeting, which worked out perfectly.

The Team application was able to produce reports on line and it was very easy to be briefed on our investments.

We also really appreciate the monthly ''how goes it report'' that provide us pertinent insight in the financial world. Also appreciate that both Kevin and Cory can explain everything in a manner that us normal people can actually understand.

Really recommend this company.

Cory is an awesome advisor, knowledgeable and professional, who understands my financial needs. Provides excellent information that makes my decisions easier.

Fantastic group at Crescent Financial! They work to tailor their services to your needs, offer a wide range of investment and insurance options and spend the time with you to ensure you are getting what you need and want. Easy to work with and never any pressure, they offer the facts, the research and some advice so your decisions are informed and comfortable. My strongest recommendation.

My family has been investing with crescent financial for years now with great success. I recently moved all my investments over to crescent financial and couldn’t be happier with the outcome! Kevin and his team are very knowledgeable and friendly. I highly recommend using crescent financial for all things finance related!

All dealings have been very prompt, helpful and informative. Very happy with all my dealings with this business

Highly recommend Crescent Financial.

I have worked with them for my Home Insurance, Life Insurance and my investments and they have always gone above and beyond for me!