Andersen Wealth Management

6 West Dover Street
Easton, MD 21601

Contact: Michael Andersen

Phone: 410-690-4894

Visit the Andersen Wealth Management Website for More Info

Retirement is a time for rejuvenation and a return to enjoying what we love doing. Setting and achieving the goals necessary to have that type of peace-of-mind can be overwhelming. At Andersen Wealth Management we take a holistic view of Social Security benefits, retirement savings, insurances and other income and assets to ensure that our clients are maximizing their money and minimizing the time they need to spend worrying about it.

Discover what it means to have a personal financial guide working with you, to help you make the strongest financial decisions for you and your loved ones. Discover what it means to have confidence and peace of mind in retirement. Discover the Andersen difference, call today, or register for an upcoming retirement planning class.

Atlantic Financial Group, LLC

8706 Commerce Drive, Suite 1
Easton, MD 21601

Contact: Brett Sause

Phone: 443-249-3311

Visit the Atlantic Financial Group, LLC Website for More Info

Atlantic Financial Group, LLC is a boutique financial services firm with expansive alliances and resources. We are committed to understanding our clients in order to design personalized tax strategies to accumulate, preserve, and protect their wealth and income. Our core focus is maintaining our client’s best interests at all times.

Our team of advisors know that your objectives may change over time. Therefore, we approach long-term planning as a dynamic, ongoing process that must accommodate changes in your personal circumstances, changes in the tax laws, and changes in the marketplace.

Charles Scwhab Easton Independent Branch

218 N. Washington St., Ste. #5
Easton MD 21601

Contact: Bob Bennett

Phone: 410-690-3909

Visit the Charles Scwhab Easton Independent Branch Website for More Info

Our Charles Schwab Easton independent branch offers investors local access to a range of investing and personal finance guidance, tools and products. At Charles Schwab, we believe in the power of investing to help individuals create a better tomorrow. We have a history of challenging the status quo in our industry, innovating in ways that benefit investors, and championing our clients’ goals with passion and integrity.

Edward Jones – Tom Duncan, Financial Advisor

114 N. West Street, Suite A
Easton MD 21601

Contact: Tom Duncan

Phone: 410-770-5858

Visit the Edward Jones Website for More Info

When it comes to your financial future, it’s important to work with someone who takes time to understand you and your situation. We take a step-by-step approach to identify your goals and develop specific strategies to help you achieve them.

Edward Jones is a different kind of investment firm. To us, face time and think time make sense. We meet with you to learn your individual needs so we can develop a strategy to help you achieve your long-term financial goals. So, whether you want to plan for retirement, save for college, reduce your tax bills or ensure you have income to cover your expenses, you can expect personalized service and long-term investing strategies instead of the latest investment fads.

Join the nearly 7 million investors who know. Contact me today to help develop an investment strategy that makes sense for you.

The Hill Group at Morgan Stanley

28601 Marlboro Avenue, Suite 201
Easton MD 21601

Contact: Thomas E. Hill, Financial Advisor

Phone: 410-770-6124

Visit the The Hill Group at Morgan Stanley Website for More Info

At The Hill Group at Morgan Stanley we have a straightforward approach to the wealth management business: If it’s right for our clients, it’s right for us. By focusing on the needs of our clients, we have built enduring relationships spanning multiple generations. As Financial Advisors, we are committed to building a relationship of trust in which we serve to guide our clients through the complexities of wealth management. We work closely with our clients to help them answer two fundamental questions we all have:

(1) Will I make it? (2) Do I have any financial blind-spots that could harm myself or my family?

Wye Financial & Trust

16 N. Washington Street
Easton MD 21601

Contact: Talli Oxnam, SVP Manager

Phone: 410-763-8543

Visit the Wye Financial & Trust Website for More Info

Wye Financial & Trust, a division of Shore United Bank, offers comprehensive planning, wealth management solutions and trust services tailored to meet the individual needs of our clients. We are built around the character of our people and committed to the success of our clients and our communities. Our team of experienced professionals is dedicated to helping our clients navigate toward their financial goals.

We offer Comprehensive Planning for financial, estate and retirement planning, wealth transfer and charitable giving; Wealth Management with customized allocation, risk control, tax efficiency, and disciplined processes; Fiduciary Services including but not limited to trust consulting, trust/estate administration, trustee services, charitable trusts and family governance.

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