Don't just chase your dreams

Let us help you plot a path!

Choose to work with Crestmark Financial and you’re choosing a relationship. One in which personalized attention and an understanding of your specific goals is our springboard.

Choose to work with us, and you’re choosing a strategic approach to getting to your goals, not trend-chasing. We design your portfolio based on your priorities and manage it, hands-on to optimize your investment.

We are not exclusive to any bank or fund so we come with no-strings-attached.

We make your financial goals a personal priority. We get to know you, learn what makes you tick, uncover your dreams, and help you sketch a plan that makes them a reality.

We are backed by a formidable investment management team at IPC. We understand the markets and leverage the changes that make the most impact for you.

We tailor plans to suit your stage-of-life, plans and milestones.

We follow the Personal Wealth Management Strategy, a disciplined process designed to help us plan and keep your plans on track.

We believe in financial plans that work for you. Getting you to your dreams is the stuff that makes us excited!

Praise is best heard in the third person

There have been many times over the years that you have informed me, guided me, clarified something for me and in many other ways helped me (sometimes even comforting me!). Today, in the few minutes you had, you "fixed" the issue that had been bothering me about my will. Sometimes one just can't ask the right question, because one doesn't know what it is! Anyway, thank you so much for helping. I'm grateful to have you as my trusted advisor. - Jan

Feel Immensely Grateful

Throughout all the years that I have been so fortunate as to benefit from your financial advice, my gratitude to you has continued to increase. There have been countless bouts of turbulence and suchlike in the financial world, which have sent my anxiety level skyrocketing, and each time I quickly remember that I can trust you to make wise, knowledgeable decisions regarding my finances, and I calm down and feel immensely grateful to be one of your clients. I appreciate that you are exceptionally well qualified, that you understand my situation, and that you apply your skills and education to managing my portfolio. - Deirdre

Praise is best heard in the third person

I was an advisor that worked with Steven and Chris for several years. They greatly helped me transition from being a full-time financial advisor to a full-time retiree. I am pleased to be able to rely on them to look after my personal investments. I have always found them helpful, friendly, responsible and knowledgeable. I have no hesitation in recommending them to all who would like to work with top financial advisors. — Janet H.

Praise is best heard in the third person

As I am nearing retirement, I have unique financial concerns. With Steven’s help, the planning of my financial affairs was made simple and easy. Steven has been extremely attentive to my financial needs since day one and that has not faltered in the time that I have known him. He is very proactive in that he is constantly letting me know what he thinks needs to be done to my portfolio to positively alter the results. Steven is a personable, reliable, and “easy to get a hold of” advisor. He is very prompt and complete in answering my questions and concerns and always explains things to me in a manner that I can understand. I would not hesitate to recommend Steven to others as I think that he will do an excellent job for them as well. — Irene L.