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Mutual Funds • Long Term Care Insurance • Life Insurance • Money Market Funds
Stocks and Bonds • Tax Deferred Annuities • Unit Investment Trusts • Retirement Accounts

First, we listen.
At Crest Financial Services, we start by listening.  We need to know what you want to accomplish, how long you plan to hold your investment, your tolerance for risk, and what your current tax situation looks like.  We also want to know what other financial plans you have and how we can integrate your investments with existing pension plans, social security, and other programs.

Then, we plan, together with you.
Once we have a clear understanding of your specific situation and your needs, we can begin to develop a realistic investment plan that meets your personal needs and goals.  As an unbiased and objective resource, you can be assured our recommendations are not influenced by anything other than how to put all the elements of a successful plan together in a way that is best for you.

We're located where you bank.
Remember, we are here to help you.  There is no hard sell, no pressure.  We are not marketers of specific products (i.e.: mutuals, insurance, etc.) Our only goal is to create a strategy and package of investment products that deliver the results you want.  We make investing as simple, convenient and pleasant as possible.  Our commitment to the communities we serve and dedication to the quality service is reflected in every step of the investment process.

Our Financial Advisor.

Tod Shoffler is a lifelong resident of Cape May County.  He has spent over 10 years helping clients to develop financial solutions that meet their goals.  In his position as Financial Advisor, Tod is committed to helping his clients make their financial decisions as personalized and efficient as possible.  Although headquartered at the bank's Holly Beach Financial Center in Wildwood, he is available to visit customers by appointment.  Tod can be reached by phone at 609.522.6098 or by email at tod.shoffler@lpl.com.

 

For more information or to login to your account, visit www.lpl.com/cfs . We look forward to helping you create a plan for your financial security.

 

The LPL Financial Registered Representative associated with this site may only discuss
and/or transact securities business with residents of the following states: California, Delaware, Florida,
Illinois, Massachusetts, Maryland, New Jersey, New York, Pennsylvania, South Carolina, and Virginia.
Securities offered through LPL Financial and its affiliates. Member FINRA/SIPC
 Not FDIC Insured. Not Bank Guaranteed. May Lose Value.
Not a Deposit. Not Insured by Any Federal Government.
Crest Savings Bank and Crest Financial Services are not affiliated with LPL Financial.