Run a free full auditCrescent Financial Group is a financial planner in Lexington, SC. The firm provides financial advisory services to individuals and families in Lexington, Columbia, and Aiken, SC. Their specialized services include investment strategies, retirement planning and distribution strategies, estate conservation, and risk management and insurance analysis.
The firm utilizes a collaborative, team-based approach to offer a broader perspective and provide comprehensive, thoughtful strategies for their clients. Their mission is to simplify complex financial topics through authentic, approachable guidance. The team includes experienced advisors such as Gary L. Deese, who has been a financial advisor since 2002 and is certified in long-term care, and Lisa Taylor, who has been with the group since 2011. To assist with financial and retirement planning, the firm provides various resources including financial calculators and a library of information.
Crescent Financial Group is located on W Main St.
The business is recognized for providing thorough and well-documented information to those seeking financial guidance. Their commitment to clarity and personalized service helps clients navigate their unique financial journeys with confidence.
Crescent Financial Group serves as a dedicated partner for today's decisions and tomorrow's dreams for the Lexington community.
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BizScoreAI scanned the website crescentfinancialgroup.com on September 21, 2026. Crescent Financial Group has a BizScore of 52 out of 100.
AI visibility scan by category: AI Discovery 10 of 25 points, Structured Data 0 of 25 points, Content Readiness 10 of 30 points, AI Trust Signals 10 of 20 points.
Website audit sub-scores (out of 100): On-Page 46, Technical 82, Performance 79, Content 44.
Strengths: 5 checks passed. AI Crawler Access, AI Content Blocking, AI-Parseable Headings, About/Team Page, XML Sitemap.
Areas to improve: 5 checks. llms.txt (failed), Structured Data (failed), Q&A Content (failed), Meta Description (failed), Author Signals (warning).
Browse: Businesses in Lexington, SC · Financial Planner in SC · Businesses in SC
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