Insights

Growing Revenue Potential With an estimated revenue range of one to ten million dollars, Crest Financial Group presents an attractive segment for financial product expansion, especially tailored solutions for small financial service providers.

Niche Market Focus Operating with a lean team of 2 to 10 employees, the company likely emphasizes personalized client services, indicating a potential need for scalable, efficient financial management tools or automation services.

Digital Engagement Utilizing a tech stack that includes Google Analytics and Bootstrap suggests the company values digital engagement and online presence, offering opportunities for digital marketing, website enhancement, or analytics solutions.

Competitive Positioning Compared to larger peers like AMP and Westpac, Crest Financial Group operates on a smaller scale, opening avenues for niche services, competitive pricing, or innovative fintech solutions tailored for small financial firms.

Market Expansion Potential Located in Pennsylvania, the company may benefit from regional market expansion with targeted financial products, especially considering the growing demand for localized and personalized financial services in the U.S.

Similar companies to Crest Financial Group

Crest Financial Group Tech Stack

Crest Financial Group uses 8 technology products and services including Font Awesome, ScrollReveal, jQuery UI, and more. Explore Crest Financial Group's tech stack below.

  • Font Awesome
    Font Scripts
  • ScrollReveal
    Javascript Libraries
  • jQuery UI
    Javascript Libraries
  • Google Maps
    Maps
  • SWFObject
    Miscellaneous
  • CFML
    Programming Languages
  • Bootstrap
    UI Frameworks
  • Google Analytics
    Web Analytics

Media & News

Crest Financial Group's Email Address Formats

Crest Financial Group uses at least 3 format(s):
Crest Financial Group Email FormatsExamplePercentage
First@cfg.com.auJohn@cfg.com.au
100%
FLast@fscadvisor.comJDoe@fscadvisor.com
90%
FirstLast@fscadvisor.comJohnDoe@fscadvisor.com
4%
First.Last@fscadvisor.comJohn.Doe@fscadvisor.com
3%
FMLast@fscadvisor.comJMDoe@fscadvisor.com
2%
FirstMLast@fscadvisor.comJohnMDoe@fscadvisor.com
1%
F.Last@crestfinancialgroup.comJ.Doe@crestfinancialgroup.com
33%
FLast@crestfinancialgroup.comJDoe@crestfinancialgroup.com
17%
F.Last@crestfinancialgroup.comJ.Doe@crestfinancialgroup.com
33%
FLast@crestfinancialgroup.comJDoe@crestfinancialgroup.com
17%

Frequently Asked Questions

Where is Crest Financial Group's headquarters located?

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Crest Financial Group's main headquarters is located at 2300 East Lincoln Highway Langhorne, Pennsylvania 19047 United States. The company has employees across 2 continents, including North AmericaOceania.

What is Crest Financial Group's phone number?

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You can contact Crest Financial Group's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Crest Financial Group's official website and social media links?

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Crest Financial Group's official website is crestfinancialgroup.com and has social profiles on LinkedIn.

What is Crest Financial Group's NAICS code?

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Crest Financial Group's NAICS code is 52 - Finance and Insurance.

How many employees does Crest Financial Group have currently?

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As of March 2026, Crest Financial Group has approximately 6 employees across 2 continents, including North AmericaOceania. Key team members include Partner / Financial Advisor / Chief Investment Officer: P. M.Owner/Partner: T. D.Certified Financial Planner™, Owner, And President: P. P. S.. Explore Crest Financial Group's employee directory with LeadIQ.

What industry does Crest Financial Group belong to?

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Crest Financial Group operates in the Financial Services industry.

What technology does Crest Financial Group use?

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Crest Financial Group's tech stack includes Font AwesomeScrollRevealjQuery UIGoogle MapsSWFObjectCFMLBootstrapGoogle Analytics.

What is Crest Financial Group's email format?

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Crest Financial Group's email format typically follows the pattern of First@cfg.com.au. Find more Crest Financial Group email formats with LeadIQ.

Crest Financial Group

Financial ServicesPennsylvania, United States2-10 Employees

Crest Financial Group is a Financial Services company located in 2300 E Lincoln Hwy, Langhorne, Pennsylvania, United States.

Section iconCompany Overview

Headquarters
2300 East Lincoln Highway Langhorne, Pennsylvania 19047 United States
Phone number
NAICS Code
52 - Finance and Insurance
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Crest Financial Group's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Crest Financial Group's revenue is estimated to be in the range of $1M$10M

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