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Our Firm:
Pacific Crest Wealth Management Inc. is a full-service investment, insurance and financial planning firm based in Eagle, Idaho.
Our Services:
Pacific Crest Wealth Management Inc. focuses on serving the investment, insurance and financial planning needs of investors whose goals are reasonable asset growth, current income, and preservation of principal. We concentrate our business on providing financial planning based solutions to assist individuals, retirees and business owners meet their long term financial goals and objectives. We offer a full range of services including investment, investment management and insurance based solutions.
Our Qualifications:
Pacific Crest Wealth Managment Inc. has over 10 years of financial planning and risk management experience. Our advisors succeed by helping people identify their financial goals and developing plans for achieving them. Our commitment and dedication to our clients is paramount to our success.
Products and Services:
o Retirement, Estate and Financial Planning Services
o Individual Retirement Accounts including Traditional and Roth IRA’s
o Fixed and Variable Annuities
o Life Insurance
o Long Term Care Insurance
o Mutual Funds and Unit Investment Trusts
o Institutional and Separate Account Money Management
o Real Estate Investment Trusts
o Individual Stocks, Bonds and Investment Securities
o Limited Partnership Investments
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