BEST FINANCIAL INVESTMENT FIRM — Dorchester/Talbot Counties
Photo by Jill Jasuta
Wye Financial Partners offers full-service investment, wealth management and insurance solutions. Their comprehensive financial strategies and exceptional service are tailored to meet the individual and business needs of their clients. Together, their team of experienced professionals are dedicated to guiding clients toward their financial goals.
“We live and work in the communities we serve in Maryland, Delaware and Virginia,” said Talli Oxnam, Senior Vice President. “We pride ourselves on open communication, empathy and transparency. We are knowledgeable Financial Advisors, offering solutions from investment management and financial planning to life and long-term care insurance, all while staying centered on the best interests of our clients. Our customer service sets us apart.”
Chris Parks, Neil Zurowski, Lora Davis, Tom Saxon & Talli Oxnam
16 N. Washington Street, Easton, MD 21601
410-763-8543
WyeFinancialPartners.com
***Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA and SIPC). Insurance products are offered through LPL or its licensed affiliates. Shore United Bank and Wye Financial Partners are not registered as a broker-dealer or investment advisor. Registered representative of LPL offer products and services using Wye Financial Partners and may also be employees of Shore United Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Shore United Bank or Wye Financial Partners. Securities and insurance offered through LPL or its affiliates are: Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value