Crest Financial Group Employee Directory

Financial ServicesPennsylvania, United States2-10 Employees

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

Find Crest Financial Group employees' phone numbers or email addresses

Crest Financial Group Global Highlights

Location
Employees

North America
13

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  • United States Of America
    13

Oceania
1

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  • Australia
    1

Crest Financial Group's Leadership

  • Stylized image of a person
    P. M.
    Partner / Financial Advisor / Chief Investment Officer
    Phone icon
  • Stylized image of a person
    T. D.
    Owner/Partner
    Phone icon
  • Stylized image of a person
    P. P. S.
    Certified Financial Planner™, Owner, And President
    Phone icon
  • Stylized image of a person
    R. S.
    Wealth Manager, Owner
    Phone icon
  • Stylized image of a person
    P. S.
    Certified Financial Planner™, Owner, And President
    Phone icon
  • Stylized image of a person
    P. P.
    Director
    Phone icon
  • Stylized image of a person
    E. B.
    Wealth Manager
    Phone icon
  • Stylized image of a person
    P. M.
    Client Services Manager
    Phone icon

Crest Financial Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Crest Financial Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    P. M.
    Partner / Financial Advisor / Chief Investment Officer
    Phone icon
    United StatesOregon
    Oct 26, 2025
  • Stylized image of a person
    T. D.
    Owner/Partner
    Phone icon
    United StatesOregon
    Aug 10, 2025
  • Stylized image of a person
    P. P. S.
    Certified Financial Planner™, Owner, And President
    Phone icon
    United StatesOregon
    Oct 22, 2025
  • Stylized image of a person
    R. S.
    Wealth Manager, Owner
    Phone icon
    United StatesPennsylvania
    Oct 18, 2025
  • Stylized image of a person
    P. S.
    Certified Financial Planner™, Owner, And President
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    P. P.
    Director
    Phone icon
    AustraliaVictoria
    Sep 08, 2025
  • Stylized image of a person
    E. B.
    Wealth Manager
    Phone icon
    United StatesPennsylvania
    Nov 20, 2025
  • Stylized image of a person
    P. M.
    Client Services Manager
    Phone icon
    United States
    Oct 23, 2025
  • Stylized image of a person
    B. P.
    Wealth Manager
    Phone icon
    United StatesPennsylvania
    Nov 19, 2025

Frequently Asked Questions

What is Crest Financial Group known for?

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Crest Financial Group operates in the Financial Services industry. The company's main headquarters is located in 2300 East Lincoln Highway Langhorne, Pennsylvania 19047 United States; you can contact the main corporate office by phone at . Explore Crest Financial Group's company overview page for more information.

What is Crest Financial Group's most common email format?

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Crest Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Crest Financial Group email formats with LeadIQ.

How many employees does Crest Financial Group have currently?

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Crest Financial Group has approximately 5 employees as of January 2026. These team members are located across 2 continents, including North AmericaOceania.

Who are Crest Financial Group's key employees and leadership?

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As of January 2026, Crest Financial Group's key employees include:

  • Partner / Financial Advisor / Chief Investment Officer: P. M.
  • Owner/Partner: T. D.
  • Certified Financial Planner™, Owner, And President: P. P. S.
  • Wealth Manager, Owner: R. S.
  • Certified Financial Planner™, Owner, And President: P. S.

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