Crossley Shear Wealth Management Raymond James
- FINANCIAL SERVICES
Addressing the financial complexities facing successful executives, entrepreneurs and professionals requires specialized vision and dedication, experience and expertise. By providing prudent guidance for all aspects of your financial life, we believe you will come to regard us as a valuable asset.
Our Mission: To help our clients persue their own unique goals by managing their assets, preserving their wealth and building their financial legacies.
Our Approach: We serve our clients with a consultative, team-based approach that examines all aspects of their financial lives. We put our clients’ interests above our own or those of our firm.
Our Objective : To accomplish our mission profitably, while giving back to our community.
Whom to Contact
- Kyle William BocciFinancial Planner2395 N. Courtenay Pkwy.Suite 201Merritt Island, FL 32953Phone: (321) 452-0061
Two story brick building next to Circle K near 528 and Courtenay