October 29, 2015
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CrossleyShear Wealth Management
Since 1998, CrossleyShear Wealth Management continues to take care of all the small elements that collectively make up a life, retirement plan and portfolio.
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Since 1998, CrossleyShear Wealth Management continues to take care of all the small elements that collectively make up a life, retirement plan and portfolio.
For many years, families have counted on SunTrust Private Wealth Management in Brevard County and across the Southeast to help manage, protect, and transfer their legacies.
Pat Picornell and Ed Hecker of the Sterling Wealth Management Group at UBS Financial Services offer advice that’s relevant and targeted to helping you make your life better.
“Building relationships with my clients is the most important part of my job,” said Leasha Flammio-Watson, owner of the Flammio Financial Group, a private wealth advisory practice of Ameriprise Financial Services, Inc.
The Melbourne branch of Benjamin F. Edwards & Co. was established in February of 2013 by mother-daughter, Betsy and Dawn Dickson with their team. Soon after, Tom and Lauren Bedor working as father-daughter team joined and recently, the branch welcomed…
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As owner of Viera Tax Consulting, Stacie Gosnell believes that accurate tax preparation is about so much more than crunching numbers.
CPA, MAC, CVA, CFE, CFF, President, G.I. Tax Service Glenn Sandler has been a Certified Public Accountant (CPA) since 1982, graduating from Florida International University. Since, he has obtained certifications as a Certified Valuation Analyst, a Certified Fraud Examiner, and a Certified…