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Contact Us

Associates

Evan  Shear, CFP®

W. Dale Crossley, JD

Ross Brown, CFP®

Lee Spears

Megan Miller

Patrick Coyne, MBA

Jonathan DeJulio

Marty Sutherlin

Janet Tate

Chris  Vescules, CFP®

Ken  Ziesenheim, CFP®, J.D., LL.M., AIFA® 

Eric Keiber

Scott Keiber

Jo-Ann Principi

Robert " Bob"  Kenaston

About Us

  • Our Firm & Services
  • Our Advisory Process
  • Our Associates
  • Affiliated Offices
  • Our Location
  • STRATEGIC 401K
  • Our Qualifications
  • CrossleyShear In The News
  • When you click this link you will be exiting our web site. You will be viewing material from another web site that may not be regulated under the same standards as Registered Securities Firms/Broker-Dealers.

    Information in this section is not to be considered a recommendation or an offer to purchase any product.

    Our company makes no representation as to the completeness or accuracy of the information provided at these sites. We accept no liability for any direct or consequential loss arising from any use of this information or its content. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through these sites.
    Access Your Account
  • When you click this link you will be exiting our web site. You will be viewing material from another web site that may not be regulated under the same standards as Registered Securities Firms/Broker-Dealers.

    Information in this section is not to be considered a recommendation or an offer to purchase any product.

    Our company makes no representation as to the completeness or accuracy of the information provided at these sites. We accept no liability for any direct or consequential loss arising from any use of this information or its content. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through these sites.
    Market Research
  • When you click this link you will be exiting our web site. You will be viewing material from another web site that may not be regulated under the same standards as Registered Securities Firms/Broker-Dealers.

    Information in this section is not to be considered a recommendation or an offer to purchase any product.

    Our company makes no representation as to the completeness or accuracy of the information provided at these sites. We accept no liability for any direct or consequential loss arising from any use of this information or its content. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through these sites.
    Best Picks Track Record
  • When you click this link you will be exiting our web site. You will be viewing material from another web site that may not be regulated under the same standards as Registered Securities Firms/Broker-Dealers.

    Information in this section is not to be considered a recommendation or an offer to purchase any product.

    Our company makes no representation as to the completeness or accuracy of the information provided at these sites. We accept no liability for any direct or consequential loss arising from any use of this information or its content. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through these sites.
    Mortgage Services
  • When you click this link you will be exiting our web site. You will be viewing material from another web site that may not be regulated under the same standards as Registered Securities Firms/Broker-Dealers.

    Information in this section is not to be considered a recommendation or an offer to purchase any product.

    Our company makes no representation as to the completeness or accuracy of the information provided at these sites. We accept no liability for any direct or consequential loss arising from any use of this information or its content. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through these sites.
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Contact Us

1515 International Parkway
Heathrow, FL 32746
Phone 407.215.7575
Toll Free 877.953.PLAN
Fax 407.333.1229

2395 N. Courtenay Parkway
Merritt Island, FL 32953
Phone 321.452.0061
Toll Free 877.953.PLAN
Fax 321.452.4403

Securities Offered Through Raymond James Financial Services, Inc. Member FINRA/SiPC

The CrossleyShear Group is Independent of Raymond James


 

 

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