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Investing

Our Philosophy

We at Crescent Investment Services believe that sound financial advice is a cornerstone to reaching your goals and desires for a lifetime. We aim to customize our investment programs to match your particular investment objectives. We'll work with you to understand your financial needs and ability to assume risk, liquidity needs, and short- and long-term goals. When this analysis is completed, we will discuss a range of investment vehicles that we believe will help you meet those objectives.

We believe one of the keys to a successful relationship is regular two way communication. We actively encourage your input, not only on our service, but also about changes in your life or financial situation that may have an impact on financial plans that you have in place.

About Us

Crescent Investment Services has been providing sound financial advice and services for individuals and businesses since 2003. In order to provide such solutions, Crescent Investment Services partnered with Capital Investment Companies of Raleigh, NC. Since its inception in the mid 1980's, Capital Investment Companies has grown into a successful full service financial services firm. Recently named as one of the "Fast 50" by the Triangle Business Journal, the company has demonstrated that it is one of the fastest growing elite companies in the Research Triangle Area.

Our Services

Whether you choose to invest with the guidance of a financial adviser or prefer to make your own investment decisions, Crescent Investment Services has the solutions to help you reach your investment goals. Among others, our solutions include:

• Individual Retirement Plans
• 401k Plan Rollovers
• Financial Planning
• Mutual Funds
• Insurance
• Annuities
• Money Market Instruments
• 1031 Exchanges
• Real Estate Investment Trusts
• Retirement and Estate Planning
• Stocks
• Bonds
• Trust Services

For your investment needs please contact:

*Investment and insurance products are offered through Capital Investment Group, Inc., 17 Glenwood Avenue, Raleigh, NC. Member NASD/SIPC, not FDIC insured; no bank guarantee; may lose value.