Jonathan Wasey CFP

Jonathan Wasey CFP
Baltimore-Washington metropolitan area
M-F 8:30am-5:30pm, Sa-Su Closed

Monday: 
8:30 am – 5:30 pm
Tuesday: 
8:30 am – 5:30 pm
Wednesday: 
8:30 am – 5:30 pm
Thursday: 
8:30 am – 5:30 pm
Friday: 
8:30 am – 5:30 pm
Saturday:  Closed
Sunday:  Closed

At SECU Financial Partners, our consultants’ approach to financial planning and investment management is both collaborative and consultative. Get empowered to take control of your financial wellbeing, but stay assured that we’re looking out for you and handling all the details. We are your personal guide. We respect what’s important to you. And you can trust that our guidance is tailored to your unique financial situation, and is 100% in service of your goals. We are an independent and objective firm. We have a complete open architecture and no proprietary products. You’ll have access to comprehensive solutions for your specific needs.

Specialties

Financial Planning
Retirement Planning
Investment Management
Risk Management

Services

Financial Planning Services
Goals-Based Planning
New Worth and Asset Allocations Analyses