TOP 30 Tax strategy consultation in Linthicum Heights, Maryland

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John Harrington, located at 971 Corporate Boulevard in Linthicum Heights, Maryland, is a finance institution known as SECU Financial Partners. They offer goal-based financial planning and management services for individuals at all stages of life. Whether you are a SECU member or new to the credit union, John Harrington can help you establish a strong financial foundation to support your current and future goals. At John Harrington, they believe in viewing your financial wellbeing as an integral part of your everyday life. They offer comprehensive financial planning services that take into account all aspects of your life, not just the big moments but also the everyday challenges and opportunities.

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.