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Blogs

Crescent Financial Advisors | May 1, 2024

5 Signs You’re Headed for a “Cushy” Retirement

Retirement
How much do you need to retire wealthy? Believe it or not, there’s no set number for anyone.
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How to Overcome 3 Unconscious Biases That Can Keep Your Financial Goals Out of Reach
Crescent Financial Advisors | Apr 1, 2024

How to Overcome 3 Unconscious Biases That Can Keep Your Financial Goals Out of Reach

Investments
Finance
Lifestyle
Learning how to quickly recognize unconscious biases can help us stay open to new information and find better financial opportunities.
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Crescent Financial Advisors | Mar 1, 2024

Investors & the Markets: What to Watch Out for in an Election Year

Investments
Finance
Lifestyle
Retirement
Election
Politics
Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage.
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Contact Us

E: contactus@crescentfa.com
P: 864-888-2666

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Home Office

10704 Clemson Boulevard,
Seneca, SC  29678

Secondary Office

2002 St. Mary Street,
Thibodaux, LA  70301

By Appointment Only

WARRANTIES & DISCLAIMERS: There are no warranties implied. CEA, LLC dba Crescent Financial Advisors (“Crescent”, “The firm”) is a registered investment adviser located in Seneca, SC. The firm may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Crescent’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Crescent’s website on the Internet should not be construed by any consumer and/or prospective client as the firm’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by the firm with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Crescent Financial Advisors please contact the state securities regulators for those states in which the firm maintains a registration filing. A copy of the Firm’s current written disclosure statement discussing Crescent’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from the firm upon written request. Crescent Financial Advisors does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to the firm’s website or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice. Insurance products and services are offered and sold through independent issuers and individually licensed and appointed insurance agents.

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