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Planning Together For What Lies Ahead

Collaboratively developing strategies to ensure a secure and prosperous future

How Can We Help

Clarity for the Path Ahead

By prioritizing transparency and open communication, we empower individuals to make informed decisions. Together, we navigate the complexities of the future with confidence and precision. Our commitment to clarity ensures a well-defined path toward achieving our shared goals.

Planning For The Future
Serving <em>Families and Businesses</em> Since 1982

Serving Families and Businesses Since 1982

GoldCrest Financial Services has been dedicated to supporting families and businesses with tailored financial solutions since 1982. Our long-standing commitment to excellence and personalized service has built lasting relationships with our clients. Trust in our expertise to guide you toward a secure and prosperous future.

Everything You Need In One Place

01
Financial Planning

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02
Insurance Planning

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03
Investment Planning

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04
401k Strategies

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Our People Make the Difference

At GoldCrest Financial Services, we believe that our dedicated team is the cornerstone of our success. Their expertise, passion, and commitment to exceptional service set us apart and drive meaningful outcomes for our clients. Experience the difference that our people make in achieving your financial goals.

Pete Phillips

Pete Phillips

248-331-2513

pete@goldcrest-fin.com

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Sergio Guerra

Sergio Guerra

Financial Advisor

248-996-1950

248-563-4631

248-996-1947

sguerra@goldcrest-fin.com

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Stuart Egrin

Stuart Egrin

248-835-5399

stuart@goldcrest-fin.com

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Yudi Rosenzweig

Yudi Rosenzweig

Financial Representative

(248) 996-1950

248-935-0066

(248) 996-1947

yudi@goldcrest-fin.com

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Let’s Talk About
What’s Next for You.

At GoldCrest Financial Services, we're here to discuss your future and explore the opportunities that await. Our personalized approach ensures that your unique goals and aspirations are at the forefront of our planning. Let's work together to create a strategic path forward that aligns with your vision.

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