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Our Offerings and Services

Crescendo Finance offers a full range of financial and investment services to meet your personal and business goals. Each of our services provides you with an opportunity to meet your financial objectives. 

Offerings


  • Large, Mid and Small Cap Stock (No penny stock)
  • Bonds
  • Mutual Funds
  • Annuities
  • Life Insurance
  • Real Estate Investment Trusts
  • Spiders
  • Exchange Traded Funds
  • Roth IRAs
  • Traditional IRAs
  • Inherited Roths and IRAs
  • Transfer on Death Accounts
  • Joint and Single Accounts

Services


  • Portfolio Management
  • Bond Laddering
  • Limit Order Sell Strategy
  • 1035 Exchanges
  • Estate Planning
  • College Planning
  • 403B Rollover into IRAs
  • 401K Rollover into IRAs
  • Referral to CPAs
  • Referral to Trust Attorneys
  • Year End Gain/Loss Strategy for tax savings


Call or contact us today for a financial analysis - 440-527-0672.