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Business Profile

Wealth Management

Aston Crest Wealth Management, LLC
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(321) 926-3112Email BusinessWrite a Review

About

Overview

Aston Crest Wealth Management, LLC

1540 International Pkwy STE 2000

Lake Mary, FL 32746-5096

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Operating Hours
9:30 AM - 5:00 PM
9:30 AM - 5:00 PM
9:30 AM - 5:00 PM
9:30 AM - 5:00 PM
9:30 AM - 5:00 PM
Closed
Closed

BBB Accreditation & Rating

Aston Crest Wealth Management, LLC is BBB Accredited.

BBB accredited business seal

This business has committed to upholding the BBB Standards for Trust.

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About This Business

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.

BBB Accredited Since: 12/18/2008

Years in Business: 18

Products and Services

We provide comprehensive wealth management for families and businesses. We achieve this by creating custom financial plans for each client, incorporating proprietary investment strategies and utilizing insurance as needed.

Business Details

Local BBB:
BBB Serving Central Florida
BBB File Opened:
12/17/2008
Business Started:
10/1/2007
Business Incorporated:
10/1/2007
Type of Entity:
Limited Liability Company (LLC)
Business Management:
Mr. Andrew R. Scheirer II CWS®, CEO/Owner

Additional Contact Information

Principal Contacts
Mr. Andrew R. Scheirer II CWS®, CEO/Owner
Customer Contacts
Mr. Andrew R. Scheirer II CWS®, CEO/Owner
Fax numbers
Primary Fax: (321) 926-3153
Additional Phone Numbers
Other Phone: (813) 505-0029
Additional Email Addresses
Primary: Email this Business
Social Media

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.

Additional Information

Other Resources
Department of Financial Services (FL)
200 E Gaines St
Tallahassee FL 32399
Phone Number: (877) 693-5236
www.myfloridacfo.com
Florida Office of Financial Regulation
200 E Gaines St
Tallahassee FL 32399
Phone Number: (850) 410-9805
https://www.flofr.com/sitePages/VerifyALicense.htm
Business Categories
Wealth Management, Financial Services, Financial Planning Consultants, Life Insurance, Retirement Planning Services, Investment Advisory Services, Financial Consultants, Investment Management, Annuities, Fiduciary, Fee Only Financial Advisor

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