Steve
Crossett
CMFC™
Here to act in your best interests
About me
I’ve been a financial planner since 2004, which has given me a depth of experience my clients appreciate when planning their financial future. I enjoy helping them navigate the investment and retirement landscape and ultimately achieving the goals they’ve worked so hard to reach. Outside of work, I’m involved in volunteering and politics. I’m also a big fan of golf and movies.
Certifications
Chartered Mutual Fund Counselor™
Education
Bachelor of Arts, Economics - University of West Florida
Visit one of our Locations
Melbourne
4865 North Wickham Road
Suite 108
Melbourne, FL 32940
Working with Us
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
Certain services provided on an educational and guidance basis only.
