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Whether you're approaching Medicare eligibility for the first time or looking to update your coverage, these steps can help you navigate your options and make informed decisions.
17 hours ago
Gain key insights into the market-moving headlines of the day in CIO Larry Adam's daily publication, Up & Adam.
4 days ago
Strategic adjustments now can have major tax benefits later. Find out what moves you could make before year end:
5 days ago
๐ NOW THROUGH DECEMBER 19th! ๐
CrossleyShear Wealth Management is thrilled to be an official drop-off location and proud sponsor of the 2025 Toys for Tots campaign!
Help us spread holiday cheer by donating new, unwrapped toys for children in need. Your generosity can make a big difference this season!
๐ Stop by any of our three offices to drop off your donations and be part of something truly special.
Please note: Toys for Tots is not affiliated with Raymond James or CrossleyShear Wealth Management.
6 days ago
Seniors are often targeted by fraud โ but EverSafeยฎ is built to fight back.
Raymond James clients benefit from EverSafe's age-friendly software, enhanced algorithms and support for powers of attorney, guardians and trusts.
Raymond James is not affiliated with EverSafeยฎ
#eversafe #fraudprotection #longevityplanning #raymondjames #SeniorSafety
7 days ago
