At-a-glance
Overview
Our independent wealth management firm provides an unbiased, objective approach to reaching your full financial potential at every stage of life.
We understand each client’s financial situation and goals are different, and that a customized investment approach is needed to achieve successful financial planning. Each plan is designed to be dynamic, incorporating your changing financial needs over the years. The plan will easily adapt to include life adjustments such as major purchases, business continuity issues, college education, or changes in family configuration. As you enter your peak earning years, the attention may shift to tax-advantaged strategies for preserving wealth through properly executed estate planning. As you near retirement, the Aston Crest experts are well positioned to provide income flow strategies and wealth transfer guidance.
Products & Services
Business Details
- Location of This Business
- 1540 International Pkwy STE 2000, Lake Mary, FL 32746-5096
- BBB File Opened:
- 12/17/2008
- Years in Business:
- 16
- Business Started:
- 10/1/2007
- Business Incorporated:
- 10/1/2007
- Accredited Since:
- 12/18/2008
- Licensing Information:
- This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
- Type of Entity:
- Limited Liability Company (LLC)
- Hours of Operation
Primary
- M:
- 9:30 AM - 5:00 PM
- T:
- 9:30 AM - 5:00 PM
- W:
- 9:30 AM - 5:00 PM
- Th:
- 9:30 AM - 5:00 PM
- F:
- 9:30 AM - 5:00 PM
- Sa:
- Closed
- Su:
- Closed
- Business Management
- Mr. Andrew R. Scheirer II CWS®, CEO/Owner
- Contact Information
Principal
- Mr. Andrew R. Scheirer II CWS®, CEO/Owner
Customer Contact
- Mr. Andrew R. Scheirer II CWS®, CEO/Owner
- Additional Contact Information
Fax Numbers
- (321) 926-3153Primary Fax
Phone Numbers
- (321) 926-3112Other Phone
- (813) 505-0029Other Phone
Email Addresses
- Primary
- (321) 926-3153
Customer Complaints
0 Customer Complaints
Need to file a complaint? BBB is here to help. We'll guide you through the process. How BBB Processes Complaints and Reviews
File a ComplaintBBB Business Profiles may not be reproduced for sales or promotional purposes.
BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. However, BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles.
When considering complaint information, please take into account the company's size and volume of transactions, and understand that the nature of complaints and a firm's responses to them are often more important than the number of complaints.
BBB Business Profiles generally cover a three-year reporting period. BBB Business Profiles are subject to change at any time. If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile.
As a matter of policy, BBB does not endorse any product, service or business.