CrossleyShear Wealth Management
Highly Engaged Employees
Highly Engaged EmployeesFinance · 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
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
CrossleyShear Wealth Management Tech Stack
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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
