Crescendo Financial Planners provides personalized financial planning services to individuals and families. Crescendo distinguishes itself from traditional investment advisory firms by providing services to meet not only your investment needs, but also your tax planning and preparation, estate planning, risk management, and retirement planning needs. Crescendo does not sell insurance or investment products, nor does it accept commissions.
Fee Structure
Crescendo Financial Planners does not manage investments directly unless specifically requested by the client. If requested, Crescendo will execute trades with the client's prior approval. Crescendo limits its advice on stocks to matters of assisting in the liquidation of legacy stock holdings; the financial planner does not select specific stocks for its clients.