CresCom Financial Services

Personal Investments

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At CresCom Bank, we strive to provide our customers with every service they’ll need on their journey to a healthy financial well-being, including access to financial planning services.  CresCom Financial Services was created through a relationship with LPL Financial to put you first in this process.  That’s because we understand that no matter where you are on your financial journey, one of the most important decisions you can make is to seek the advice of a trusted, qualified advisor. 

The advisors at CresCom Financial Services listen to you and learn from you to discover what your financial goals and needs are before they begin helping you make investing and planning decisions.  We’re committed to putting you first regardless of your investment needs.

Personal Investment Options

CresCom Financial Services can provide sound and relevant advice to you whether you’re a first time investor or you have already built a significant portfolio.  Let one of our advisors address your specific investment goals and objectives. 

Options include:

  • Managed asset plans – for professional, fee-based portfolio management through LPL Financial
  • Retirement planning – to design an investment strategy to help you pursue your retirement goals
  • Stock Investing Techniques and Account Management
  • Pension and 401k Accounts
  • Mutual Funds, Stocks and Tax-Deferred Annuities
  • Federally Tax-Free Municipal Bonds, Corporates, and Government Agency Bonds
  • Term, Whole and Variable Life Insurance
  • Estate, Business, Tax, and College Planning Strategies
  • Trust Services (offered through The Private Trust Company N.A., an affiliate of LPL Financial)
  • Online Account View

For more information about CresCom Financial Services or LPL Financial, please call one of our LPL Financial Representatives today.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck

Securities and advisory services are offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. CresCom Bank and CresCom Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.


For more information about working with an LPL Financial Consultant, visit the LPL Financial website.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states:

South Carolina, North Carolina, Georgia, Texas, Michigan, Ohio, Virginia, Colorado, Florida, Maryland, Massachusetts

CresCom Bank

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