Investment guidance in Linthicum Heights, Maryland

Jonathan Wasey CFP is a finance institution located at 971 Corporate Boulevard in Linthicum Heights, Maryland, United States. Jonathan Wasey is an experienced LPL Financial Advisor at SECU Financial Partners, specializing in providing comprehensive financial planning services to credit union members. With over 25 years of experience in the financial services industry, Jon has worked with high net worth clients at BB&T and SunTrust before joining SECU Financial Partners. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds various registrations and licenses in the financial field. Jon is dedicated to helping SECU members achieve their financial goals through strategic planning and personalized advice. He is passionate about assisting clients with retirement planning, investment management, and estate strategies. Jon and his family reside in Clarksburg, Maryland, and enjoy outdoor activities together. At Jonathan Wasey CFP, a team of consultants is available to guide you through the financial planning process and address any questions you may have. The institution has a partnership with LPL Financial LLC to provide referrals, creating a conflict of interest that is disclosed on their website.

CH Powell Company is a finance institution located at 609 Global Way in Linthicum Heights, Maryland, United States. With a strong reputation for providing top-notch financial services, CH Powell Company offers a wide range of financial solutions to meet the needs of its clients. Whether you are looking for assistance with investments, loans, or financial planning, the experienced team at CH Powell Company is dedicated to helping you achieve your financial goals. Their convenient location in Linthicum Heights makes it easy for clients to access their services and receive the personalized attention they deserve. Trust CH Powell Company to provide you with expert financial guidance and support.