Business Services

Business owners are busy people. Often some of the most critical success factors associated with the longevity of a business are pushed aside by the tempo of current activities and client demands. The following activities often stay on the to-do-it list for years until opportunities pass by and consequences are presented. Click on each item to see how Crescent Wealth Counsel can assist in these critical areas of your firm, and you to seize the opportunity.

Crescent Wealth Counsel

25150 North Windy Walk Drive, Unit 15 | Scottsdale, Arizona 85255

480-575-2784 | dgalda@crescentwealthcounsel.com

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Crescent Wealth Counsel are not affiliated.

This communication is strictly intended for individuals residing in the states of AK, AZ, CA, CO, FL, GA, ID, MI, MN, NJ, PA, SC, TX, UT, VT, WA, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Sterling Wealth Advisors makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.

Cambridge’s Form CRS (Customer Relationship Summary)

Crescent Wealth Counsel