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Providing Financial Counsel For Over 30 Years

A Firm That Puts You First

Crescent Sterling, Ltd. was founded on a simple mission:  To help clients achieve their long-term financial goals.  We accomplish this mission by adhering to a set of guiding principles which are derived from our commitment to act in your best interest. We put your interest first, and believe that understanding your individual goals and personal circumstances is an integral part of implementing an appropriate risk management strategy.


Planning For What Matters To You

We believe that personalized attention, superior service, and collaboration are the keys to a successful financial plan. Your plan should be unique to you. 


Providing You With Transparency

Your interest comes first. We provide full disclosure of the fees and expenses associated with our relationship, and use understandable investments in our investment strategies. 

For an initial consultation of your financial situation

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