Wye Financial & Trust

Wye Financial & Trust in Easton, MD
16 N Washington Street, Easton, MD 21601
(410) 763-8543

Contacts

Street address:
16 N Washington Street

City / suburb:
Easton

County:
Talbot

State:
Maryland

ZIP code:
21601

Phone:
(410) 763-8543 (Primary Phone)

E-mail:
elizabeth.spurry@wyetrust.com

GPS Longitude:
-76.0761184692383

GPS Latitude:
38.7750244140625

Business description

Trust & Investment Services

Wye Financial & Trust is a division of CNB and a member of Shore Bancshares community of companies, the largest independent financial services company that offers banking, insurance and wealth management services to families and businesses on the Delmarva Peninsula. As a $1.2 billion-asset financial holding company, the Shore Bancshares community of companies also includes The Talbot Bank, Avon-Dixon Agency, LLC, Elliott Wilson Insurance, LLC, Freestate and Son, Jack Martin & Associates, Inc. and a wholesale insurance company, Tri-State General Insurance Agency. As a division of CNB, our history reaches back to 1876 when Centreville National Bank opened its doors to business. In 1996, The Centreville National Bank formed Shore Bancshares, who in turn created Wye Financial Services, LLC, in 2002. Wye Financial & Trust (formerly operated as Wye Financial Services, LLC) was formed as a division of The Centreville National Bank of Maryland in 2005. Our business is built on high quality wealth management advice, provided by a professionally credentialed staff with access to world-class portfolio managers. Wye Financial & Trust adapts our wealth management services to meet the individual needs of our clients.

General information

Categories
Business data
Estimated number of employees: 5 to 9
City / suburb: Easton, MD
County: Talbot
Products

Wealth Management, Wealth Transfer, estate planning consulting services, planned giving, financial planning services, Retirement planning

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More details about this business

According to our records, this business is located at 16 N Washington Street in Easton (in Talbot County), Maryland 21601, the location GPS coordinates are: 38.7750244140625 (latitude), -76.0761184692383 (longitude). Wye Financial & Trust is categorized under Asset Management. The company employs approximately 5 to 9 people. You can contact the company by phone at (410) 763-8543. Open from 8:00 am until 5:00 pm (Monday - Friday).
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Hours
Mon
8:00 am - 5:00 pm
Tue
8:00 am - 5:00 pm
Wed
8:00 am - 5:00 pm
Thu
8:00 am - 5:00 pm
Fri
8:00 am - 5:00 pm
Sat
Closed
Sun
Closed
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