Crest Wealth Management

For all your financial planning and investing needs

Crest Wealth Management located at Crest Savings Bank, is an independent wealth services firm. The Financial Consultant at Crest Wealth Management helps individuals and families pursue their financial goals and lifestyle objectives through comprehensive financial planning, investing and risk management.

Certified Financial Planner^®

Anyone can claim to be a financial planner; but collaborating with a Certified Financial Planner (CFP) professional ensures peace of mind. A certified advisor adheres to rigorous educational and ethical benchmarks.

Our CFP Professional, Tod Shoffler, has over 20 years of financial planning and investment experience. Tod and his team can help you develop your “3 C’s Plan”:

• Confident Financial Plan
• Comprehensive Financial Plan
• Certified Financial Plan

Start your journey towards financial independence today by contacting a member of the Crest Wealth Management team.

Meet our Wealth Management Team

Crest Savings Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. 

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html or scan the QR code below for more detailed information.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA / SIPC). Insurance products are offered through LPL or its licensed affiliates. Crest Savings Bank and Crest Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Crest Wealth Management, and may also be employees of Crest Savings Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Crest Savings Bank or Crest Wealth Management.

Securities and insurance offered through LPL or its affiliates are: