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Our Young Advisers

With the expansion and continued growth within the business, Crest Financial Services would like to acknowledge the commitment to the company from our three up and coming advisers.

Intergenerational Wealth Transfer Challenges

The existing directors have been very happy with the desire of these three to take the opportunity and have allowed them to become part of the company, as owners.

Crest congratulates Cameron, Jessica, and Jake on their decision to acquire equity in the company. As up and coming advisers, their decision to become equity holders helps to ensure the continued long term services that Crest prides itself on in servicing clients.

Cameron, Jessica, and Jake are all looking forward to many years/decades ahead, servicing clients with their financial needs and goals.