Crossleyshear Wealth Management

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Description

  • For over 15 years, CrossleyShear Wealth Management has been driven by a singular passion to be there for our clients at every step of their financial journey. Whether for individuals, families, executives, small businesses or professional athletes, we are driven by a promise to deliver personalized care and customized solutions for all your life's needs ranging from everyday spending advice and retirement planning to managing your investments, insurance, college savings and business planning. Its a care commitment we live by every day, empowering our clients to achieve their financial goals and provide security to those that matter most. Working by your side to plan for lifes uncertainties and celebrate lifes joys. Together, wherever life takes you. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. CrossleyShear Wealth Management is independent of Raymond James. CrossleyShear Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm
  • location

    Headquarters:1515 International Pkwy , Lake Mary, Florida, United States

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  • Crossleyshear Wealth Management phone

    Phone Number: +1 407-215-7575

  • Crossleyshear Wealth Management website

    Website: http://www.crossleyshear.com

  • Crossleyshear Wealth Management employees

    Employees:6

  • Crossleyshear Wealth Management revenue

    Revenue:$1 - 10M

  • Crossleyshear Wealth Management legal name

    Legal Name:Crossleyshear Wealth Management

  • Crossleyshear Wealth Management's Social Media

    Crossleyshear Wealth Management linkedin
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  • |  NAICS Code: 525910  |

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Person level website identification

Marketing Director And Branch Professional, Rjfs for Crossleyshear Wealth Management

Karin Hobin

Marketing Director And Branch Professional, Rjfs

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View Employees

Karin Hobin

Marketing Director And Branch Professional, Rjfs

Tracy Stuck

Client Services Manager Raymond James Financial Services, Inc - Member Finra And Sipc

Frequently Asked Questions regarding Crossleyshear Wealth Management

  • Where are Crossleyshear Wealth Management's Headquarters?

    Crossleyshear Wealth Management's Headquarters are in 1515 International Pkwy ,Lake Mary,Florida,United States

  • What is Crossleyshear Wealth Management's phone number?

    Crossleyshear Wealth Management's phone number is +1 407-215-7575

  • What is Crossleyshear Wealth Management's official website?

    Crossleyshear Wealth Management's official website is http://www.crossleyshear.com

  • What is Crossleyshear Wealth Management's Revenue?

    Crossleyshear Wealth Management's revenue is $1 - 10M

  • What is Crossleyshear Wealth Management's NAICS code?

    Crossleyshear Wealth Management's NAICS code is 525910

  • How many employees are working in Crossleyshear Wealth Management

    Crossleyshear Wealth Management has 6 employees

  • What is Crossleyshear Wealth Management's Industry?

    Crossleyshear Wealth Management is in the industry of Financial Services

  • Who is Crossleyshear Wealth Management's Marketing Director And Branch Professional, Rjfs?

    Crossleyshear Wealth Management's Marketing Director And Branch Professional, Rjfs is Karin Hobin

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