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. It’s 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 life’s uncertainties and celebrate life’s 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
View Top Employees from CrossleyShear Wealth ManagementWebsite | http://www.crossleyshear.com |
Revenue | $15 million |
Employees | 6 (6 on RocketReach) |
Founded | 1998 |
Address | 1515 International Pkwy, Lake Mary, Florida 32746, US |
Phone | (407) 215-7575 |
Fax | (407) 333-1229 |
Industry | Financial Services, Business Services General, Business Services |
SIC | SIC Code 87 Companies, SIC Code 874 Companies |
NAICS | NAICS Code 56 Companies, NAICS Code 561 Companies, NAICS Code 56111 Companies, NAICS Code 561110 Companies, NAICS Code 5611 Companies |
Looking for a particular CrossleyShear Wealth Management employee's phone or email?
The CrossleyShear Wealth Management annual revenue was $15 million in 2024.
Karin Hobin is the Marketing Director and Branch Professional, RJFS of CrossleyShear Wealth Management.
6 people are employed at CrossleyShear Wealth Management.
CrossleyShear Wealth Management is based in Lake Mary, Florida.
The NAICS codes for CrossleyShear Wealth Management are [56, 561, 56111, 561110, 5611].
The SIC codes for CrossleyShear Wealth Management are [87, 874].