Archive for February 27th, 2019

CrossleyShear Wealth Management Shred n’ Que

HEATHROW/MERRITT ISLAND, FLORIDA, February 27, 2019 – CrossleyShear Wealth Management, who's team offers financial planning and wealth management, will be hosting their annual Shred n' Que at the Merritt Island location. Clean out your cabinets an drawers of those old documents and bring them to be safely shredded, on site by the professionals of Shred it™ and enjoys some BBQ and live entertainment.

Shred n' Que will be held on May 18th from 11:00 am - 2:00pm outside of the Merritt Island office, 2395 N. Courtenay Parkway.

 

About CrossleyShear Wealth Management | Since 1998, CrossleyShear Wealth Management has served as a premier financial planning team dedicated to helping provide clients and families with innovative financial solutions and wealth management strategies. With offices in Heathrow and Merritt Island, Florida, the company’s tailored customer care philosophy and customized planning process helps empower its clients to achieve their financial goals and provide financial independence for those that matter most. For more information about CrossleyShear Wealth Management and its client-centric approach to financial planning, visit CrossleyShear.com.

1515 International Parkway, Suite 2019, Heathrow, FL 32746 | 407.215.7575

2395 N. Courtenay Parkway, Suite 201, Merritt Island, FL 32953 | 321.452.0061

* Trust services offered through Raymond James Trust, N.A., a subsidiary of Raymond James Financial, Inc.

CrossleyShear Wealth Management and CSsports are not registered broker dealers and are independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.

Investment advisory services are offered through Raymond James Financial Services Advisors, Inc.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

CrossleyShear Wealth Management is not registered broker dealers and are independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.

Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Raymond James is not affiliated with and does not endorse Shred it™.

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