Rivercrest Financial is a boutique financial services firm located in Lewiston, New York, specializing in personalized financial planning and wealth management solutions. The firm is committed to helping individuals, families, and small business owners navigate their financial futures with confidence. By offering tailored investment and retirement strategies, Rivercrest Financial ensures that each client’s goals and risk tolerance are thoroughly understood and addressed. As an independent advisory practice, they prioritize transparency, objectivity, and fiduciary responsibility in every client relationship.

One of Rivercrest Financial’s distinguishing features is its strong community orientation—emphasizing long-term partnerships and local involvement while building trust through consistent, hands-on service. The firm’s leadership brings extensive industry experience and a client-first philosophy, creating a supportive environment for financial decision-making. Rivercrest Financial also places a strong emphasis on financial education, empowering clients to make informed choices throughout their financial journey. Their affiliation with reputable broker-dealer networks allows them to provide a wide range of investment products while maintaining the independence necessary to act in the client’s best interests.

Website: http://www.rivercrest-financial.com/

Key Services:

– Comprehensive financial planning
– Retirement income strategies
– Investment portfolio management
– Tax-advantaged investing strategies
– Estate and legacy planning
– Risk management and insurance solutions
– College and education planning
– Small business financial solutions