LPL Investment Advisor Representative Registered Representative LPL Financial Branch Operations Manager

Anchor Certified Planners Grp is a financial services company based out of 101 Southhall Ln, Maitland, Florida, United States.

Strategic Partners in your Financial Security

For over 15 years, CrossleyShear Wealth Management has been driven by a singular passion – to be there for our clients at every step of their financial journey. Whether for individuals, families, executives, small businesses or professional athletes, we are driven by a promise to deliver personalized care and customized solutions for all your life's needs ranging from everyday spending advice and retirement planning to managing your investments, insurance, college savings and business planning. It’s a care commitment we live by every day, empowering our clients to achieve their financial goals and provide security to those that matter most. Working by your side to plan for life’s uncertainties and celebrate life’s joys. Together, wherever life takes you. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. CrossleyShear Wealth Management is independent of Raymond James. CrossleyShear Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm

Responsible for the financial and strategic oversight of Cobalt’s portfolio companies as well as all the accounting, planning and analysis, reporting and tax planning for the seven companies that comprise the Cobalt Capital organization structure.

Fortress Wealth Planning is a fee-only financial planning firm providing personalized guidance to help clients navigate times of transition. Based in Ponte Vedra Beach, Florida, we work with business owners who see a transition for their company on the horizon and with women who seek solid ground after divorce or the death of a spouse. These individuals may all have different challenges, but they face the same need for experienced financial advisors who can guide them through uncertainty and into financial clarity. At Fortress Wealth Planning, clients work one-on-one with a financial advisor who specializes in their life transition. Meanwhile, the entire team collaborates on their behalf, each lending their expertise to the transition. Like a fortress, our team works offensively and defensively to help safeguard each client’s current financial situation while building toward their vision for the next stage of their life. We want our clients to feel confident about their financial life. Our fiduciary, fee-only service means clients always know what they are paying and that we always put their best interests first. No matter what a client is facing, they don’t have to do it alone. We always encourage them to pick up the phone or send us an email as questions or challenges arise because we are here to help.

Southern States Realty Services is an experienced, full-service real estate and property management company. We connect tenants and investment property owners throughout the Daytona Beach, Port Orange, New Smyrna Beach, Ormond Beach and Palm Coast areas of East Central Florida. For rental property owners, we protect your property while providing efficient and effective property management services. Our application and background check process helps ensure tenant quality and resident retention. You decide the level of services you like.

Independent Advice Virji Investments, Inc. was established in 2003. We embrace our role as a fiduciary, a responsibility that means we always act with your best interest in mind. As a fiduciary, we are different from traditional firms. Most brokers, bankers and money managers make a commission when they invest your assets. As a fee-only advisor, we have a different approach. Our independence ensures that you receive unbiased expertise with no conflicts of interest. Investment Strategies We apply our years of experience and diligent research process to deliver a time-tested strategy to help you achieve your financial goals. We offer a long-term investment perspective that comes from years of managing our clients'​ assets through a variety of up and down market cycles. Call us for a free consultation. Personalized Service We help you determine the appropriate investment strategy for you by asking questions to determine your financial goals and risk tolerance. Your portfolio is then customized according to your unique requirements. Our Mission Virji Investments, Inc. strives to provide exceptional investment management services for our clients. Our primary goal is the preservation and growth of our client's portfolios. We will accomplish this through a disciplined approach to long-term investing while providing superior client service.