Crescent Wealth Partners
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Crescent Wealth Partners, based in Atlanta, Georgia, is a financial advisory firm dedicated to assisting clients in making crucial financial decisions throughout their lives. With a focus on comprehensive wealth management rather than traditional investment brokerage, they provide personalized guidance across various financial areas, including tax planning, estate management, and retirement strategies.
With over 35 years of experience, Crescent Wealth Partners operates in more than 31 states and emphasizes a collaborative approach to developing customized financial solutions. Their process includes thorough analysis, tailored solutions, and ongoing implementation support to ensure clients achieve their financial goals effectively.
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