CrossleyShear Wealth Management
Finance · Florida, United States · 1-10 Employees
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Overview
Headquarters
1515 International Pkwy Ste 2019, Heathr...Phone Number
(407) 215-7575Website
www.crossleyshear.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About CrossleyShear Wealth Management
CrossleyShear is a prominent wealth management firm based in Merritt Island and Heathrow, FL, specializing in serving high-net-worth individuals and organizations. Their range of services includes retirement planning, investment asset management, trust and estate planning, insurance planning, education planning, executive wealth management, and business valuation. With a focus on providing personalized financial solutions, they cater to families, individuals, professional athletes, business owners, and corporate executives, ensuring secure futures and well-planned legacies. The firm emphasizes building client relationships and guiding them through financial challenges to achieve their goals.Explore more
CrossleyShear Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
CrossleyShear Wealth Mana...
<$5M
1-10
Private
-
1998
KH
Karin HobinDirector, Marketing & Branch, Rjfs Professional
Company Profile Activity
Activity Insights
CrossleyShear Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
CrossleyShear Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about CrossleyShear Wealth Management.
CrossleyShear Wealth Management Tech Stack
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CrossleyShear Wealth Management News & Media
CrossleyShear Wealth Management's Partners, Evan Shear and Dale Crossley, Once Again Named to Forbes Best-in-State Wealth Advisors List
CrossleyShear Wealth Management (CrossleyShear), a team of premier financial planning and wealth management advisors, announced today that Crossl ...Evan Shear Named to Raymond James 2023 Chairman's Council
CrossleyShear Wealth Management (CrossleyShear), a leading financial planning and wealth management firm based in Merritt Island and Heathrow, Fl ...CrossleyShear Wealth Management's Evan Shear and Dale Crossley Named Again to Forbes' List of Top Wealth Advisors
CrossleyShear Wealth Management (CrossleyShear), a team of premier financial planning and wealth management advisors, announced today that both f ...Evan Shear Named Member of Raymond James' 2022 Chairman's Council
CrossleyShear Wealth Management (CrossleyShear), a leading financial planning and wealth management firm based in Merritt Island and Heathrow, Fl ...
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CrossleyShear is a prominent wealth management firm based in Merritt Island and Heathrow, FL, specializing in serving high-net-worth individuals and organizations. Their range of services includes retirement planning, investment asset management, trust and estate planning, insurance planning, education planning, executive wealth management, and bus... Read More
