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Crossley Shear Inc, located in Lake Mary, FL, is a trusted wealth management firm with over 20 years of experience in providing comprehensive financial planning services. Specializing in investment asset management, trust and estate planning, insurance planning, and retirement planning, they are dedicated to helping individuals, families, and business owners achieve their financial goals. With a client-centric approach and a passion for preserving wealth and building assets, Crossley Shear Inc stands out as one of the nation's leading wealth management practices. Their team of experts offers personalized solutions to navigate the complexities of financial planning, ensuring a secure financial future for their clients.Generated from the website

Xexis Private Wealth LLC, located in Lake Mary, FL, is an independent financial services firm dedicated to helping individuals create tailored retirement strategies through a range of investment and insurance products. The firm prides itself on its knowledgeable and approachable team, utilizing their proprietary EASE PLANNING methodology to educate and strategize for clients' financial goals. With a strong focus on personalized service, Xexis Private Wealth emphasizes clear communication and the importance of understanding each client's unique needs, thereby fostering confidence and peace of mind in their financial planning. Their commitment to excellence is reflected in positive client testimonials highlighting the team's depth of knowledge and genuine concern for helping clients achieve financial security. Generated from the website