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Tagged trust-and-estate-planning

Press Release Apr 12, 2022

CrossleyShear Wealth Management's Evan Shear and Dale Crossley Named Again to Forbes' List of Top Wealth Advisors

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Evan Shear Named Member of Raymond James' 2022 Chairman's Council

Press Release Nov 2, 2021

Evan Shear Named Member of Raymond James' 2022 Chairman's Council

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CrossleyShear Wealth Management Named in Aspioneer Magazine's Featured Asset and Wealth Management Companies Edition

Press Release Sep 29, 2021

CrossleyShear Wealth Management Named in Aspioneer Magazine's Featured Asset and Wealth Management Companies Edition

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Press Release Mar 14, 2012

Valensi Rose Attorney Michael Morris at California Copyright Conference to Discuss Financial Strategies for Music Copyright Stakeholders

Attorney Michael Morris of Valensi Rose, PLC is a panelist at the California Copyright Conference's panel discussion, "Show Me the Money II: Financial Strategies for Copyright Stakeholders," at the Sportsman's Lodge Hotel in Sherman Oaks, Californi Read More

Press Release Jan 16, 2012

Balentine Sponsors the 2012 Balser Symposium for Professional Advisors

Balentine, an independent, employee-owned investment management firm, is a sponsor of this year's Balser Symposium for Professional Advisors. The Balser Symposium provides continuing education focusing on charitable and estate planning issues. Read More

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