Wye Financial &Trust

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Description

  • Wye Financial & Trust is a division of Shore United Bank. Our professionally credentialed staff provides comprehensive planning, wealth management strategies and fiduciary 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. Wye Financial & Trust is a member of the Shore Bancshares community of companies, the largest independent financial services company on the Delmarva Peninsula to offer banking, insurance and investment services to families and businesses in the Mid-Atlantic Region. Together, our team of experienced professionals is dedicated to helping our clients navigate toward their financial goals. IMPORTANT DISCLOSURES Securities offered through LPL Financial, member of FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to 'Contact Info' section above. Insurance products offered through LPL Financial or its licensed affiliates. Wye Financial and Trust and Shore United Bank are not registered broker/dealers and are not affiliated with LPL Financial. The investment products sold through LPL Financial are not insured Shore United Bank deposits and are not FDIC insured. These products are not obligations of Shore United Bank and are not endorsed, recommended, or guaranteed by or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: AL, CA, CO, DE, DC, FL, IL, KS, MD, MA, NH, NJ, NY, NC, PA, RI, SC, TX, VA, WA and WV. No offers may be made or accepted from any resident outside the specific states referenced.
  • location

    Headquarters: , Centreville, Maryland, United States

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  • Wye Financial &Trust phone

    Phone Number:

  • Wye Financial &Trust website

    Website: https://www.wyefinancialandtrust.com

  • Wye Financial &Trust employees

    Employees:5

  • Wye Financial &Trust revenue

    Revenue:$1 - 10M

  • Wye Financial &Trust legal name

    Legal Name:Wye Financial &Trust

  • Wye Financial &Trust's Social Media

    Wye Financial &Trust linkedin
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  • |  NAICS Code: 523110  |

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Frequently Asked Questions regarding Wye Financial &Trust

  • What is Wye Financial &Trust's official website?

    Wye Financial &Trust's official website is https://www.wyefinancialandtrust.com

  • What is Wye Financial &Trust's Revenue?

    Wye Financial &Trust's revenue is $1 - 10M

  • What is Wye Financial &Trust's NAICS code?

    Wye Financial &Trust's NAICS code is 523110

  • How many employees are working in Wye Financial &Trust

    Wye Financial &Trust has 5 employees

  • What is Wye Financial &Trust's Industry?

    Wye Financial &Trust is in the industry of Investment Management

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