Crossley Shear provides wealth management services, including retirement planning, investment and asset management, trust and estate planning, and education planning. The firm aims to assist clients in achieving financial security.

Crossley Shear

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Banking and Wealth Management

Shaun Jones

Operations Coordinator Registered Sales Assistant, RJFS - Member FINRA/SIPC

Tracy Stuck

Certified Financial Planner

Evan Shear

Wealth Management Companies With Less Than $1B in Revenue (Top 10K)

Asset Management Companies With More Than $1M in Revenue (Top 10K)

Wealth Management Companies With Less Than $50M in Revenue (Top 10K)

United States Wealth Management Companies (Top 10K)

CrossleyShear Wealth Management provides estate planning, asset management, wealth management, and insurance services.

Merritt Island

Florida

United States

North America

CrossleyShear Wealth Management

Provides a detailed financial analysis to align asset management with client goals and market conditions.

Offers strategies for retirement savings, income projections, and distribution planning.

Develops plans to manage and distribute assets, minimizing taxes and costs.

Assists in selecting life, disability, and long-term care insurance, as well as annuities.

Helps in choosing and managing college savings plans like 529 plans and Coverdell accounts.

Provides consulting on stock positions, equity compensation, and regulatory requirements for corporate executives.

Norway

Europe

Sweden

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news impact assignment basic	general
public peers	general	Oct 17, 2024 8:48 AM	1d46708d
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COM:CROSSLEYSHEAR

Crossley Shear