Crestwood Agency
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  • OUR SERVICES
  • RETIREMENT PLANNING
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  • TAXATION
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Crestwood Agency
Home
About
Our Services
  • OUR SERVICES
  • RETIREMENT PLANNING
  • ESTATE PLANNING
  • RISK MANAGEMENT
  • BUSINESS PLANNING
  • TAXATION
Contact
More
  • Home
  • About
  • Our Services
    • OUR SERVICES
    • RETIREMENT PLANNING
    • ESTATE PLANNING
    • RISK MANAGEMENT
    • BUSINESS PLANNING
    • TAXATION
  • Contact
  • Home
  • About
  • Our Services
    • OUR SERVICES
    • RETIREMENT PLANNING
    • ESTATE PLANNING
    • RISK MANAGEMENT
    • BUSINESS PLANNING
    • TAXATION
  • Contact

Comprehensive Insurance Solutions

Comprehensive Insurance SolutionsComprehensive Insurance SolutionsComprehensive Insurance Solutions

Tailored Coverage for Businesses and Their Unique Needs

Partner With An Expert

Welcome to Crestwood Agency

Crestwood Agency is one of the nation's premier independent insurance service company. We have been serving corporations and individuals of substantial net worth throughout the United States since 1974.

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Advisor discussing documents with smiling couple.

Comprehensive Solutions Designed for Your Success

Since 1974, our team of professionals at Crestwood Agency has made it our mission to support, motivate, and empower each one of our clients to lasting success. We serve as an independent financial planning resource not only to clients but also to professionals in the legal, accounting, investment, and banking industries, who require a higher level of service and technical expertise.


Designed for Financial Leaders: We specialize in providing  estate planning, risk management, and retirement services to a sophisticated clientele. Our primary focus is business owners, retirees, professionals, and high-net-worth individuals. Our target client has at least $1,000,000 of investable assets and a family or business value of $5 million or more.

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Message From the President

There have been many contributing factors to our company’s long, accomplished track record. Certainly, the professionalism, dedication, and knowledge of our courteous staff are vital to our success. Another noticeable factor is the strong focus we place on research, diagnosis, and implementation of exclusive concepts and ideas. These distinctive strategies are not discovered by accident but from exhaustive due diligence and extensive experience.


Our team of highly qualified professionals knows that each individual has specific wants and needs that are unique to them. We develop a personal relationship with each of our clients. We want to understand their individual circumstances, as well as the personal values they hold. During my thirty-five-year career, we have refined our intimate approach to guiding our clients towards their ultimate goals. Our system has produced an abundant number of rewarding and valued friendships along the way.


At Crestwood Agency, our principles and integrity will not be compromised. These values are reflected in the outstanding service and valuable advice we provide to our clients. Assuring you the personal attention you deserve is the cornerstone of our company. We look forward to working with you.

— Rodney D. Dir

President

HOW WE WORK

We offer comprehensive financial planning, business management, investment solutions, and smart protection strategies.

Rod Dir

President


Business: (559) 733-3525

Email Us: rod@pcs-wm.com 


As president, Mr. Dir provides vision and corporate leadership to Crestwood Agency. Since 1985, Mr. Dir has specialized in comprehensive financial consulting for corporations, agricultural business and affluent individuals....Read more

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Crestwood Agency

515 West Center Avenue, Visalia, CA 93291, USA

Business: (559) 733-3525 Email Us: lori@pcs-wm.com CA License #0I465550 dba Crestwood Capital Corp. Insurance Services

Business Hours

Open today

08:00 am – 04:00 pm

Copyright © 2026, Crestwood Agency, LLC. All Rights Reserved.

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