Joshua Wynne, Financial Advisor

Financial Advisor
Joshua G Wynne

CEPA®
3240 Ferry Landing Rd, Suite 202, Dunkirk, MD 20754opens in a new window
Client by Referral
CallSend Me a Message

Focus Areas

  • Estate & Legacy Strategies
  • Charitable Giving
  • Wealth Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Corporate Executives

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Wine Collecting/Enthusiast
  • Vintage Cars
  • Traveling
  • Fishing
  • Culinary Arts

Team Members

  • Laura Glaser
    Sr. Branch Office Administrator
    FPQP®
  • Lauren Cook
    Sr. Branch Office Administrator
    FPQP®
  • Randy Brown
    Associate Financial Advisor
    CFP®
  • Spencer Eisemann
    Associate Financial Advisor

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(410) 257-1321

Fax

(855) 224-5844

Office Address

3240 Ferry Landing Rd
Suite 202
Dunkirk, MD 20754opens in a new window

Mailing address

P O Box 112
Dunkirk, MD 20754

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