Our Services

Desert Crest Financial is a comprehensive wealth management company. We offer clients access to virtually all products and services offered in the financial services field. These services include:

  • IRA's, SEP, & Simple
  • Roth IRA's
  • Rollovers
  • Mutual Funds
  • Stocks & Bonds
  • Exchange Traded Funds (ETF's)
  • Fixed and Variable Annuities
  • College Planning (529 Plans)
  • Financial Planning
  • Estate Planning
  • Wealth Management
  • Managed Accounts
  • Group Retirement Accounts (403b, 401k, 457)
  • Life Insurance
  • Long Term Care Insurance