Schedule a Consultation
Schedule a consultation
Let’s start with a conversation.
Choose John or Jackson, then select a time that works for you.
Office: (410) 279-5650
Current clients: (410) 294-6996
Who would you like to meet with?
Scheduling is provided by OnceHub. Choose an available time to continue.
Your first conversation
Know what to expect.
A consultation is an opportunity to discuss your goals, ask questions and learn about the firm’s planning process. You do not need to make an immediate decision.
- Your goals, priorities and questions.
- How Wynn Point approaches the planning process.
- Services, fees, compensation and possible next steps.
Before you meet
Bring your questions.
Make a short list of what you would like to discuss. If records are needed, use only the secure method provided by the firm.
Do not send passwords, account numbers or Social Security numbers through an ordinary form or email.
Read the consultation preparation guideConsultation questions
How do I contact Wynn Point Financial?
Call (410) 279-5650 or use the Wynn Point Financial booking calendar to request a consultation. Do not send account numbers, Social Security numbers, passwords, or other sensitive records through an ordinary form or email.
Where is Wynn Point Financial located?
The office is located at 1910 Towne Centre Blvd, Suite 250, Annapolis, Maryland 21401.
What happens after I request a consultation?
Use the confirmation details provided by the firm to understand when and how the conversation will take place. Bring the goals, decisions, and questions you want to discuss, and use only a secure method the firm provides for any requested documents.
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
The content is for general information and is not intended as tax or legal advice. Consult qualified legal or tax professionals for advice regarding your individual situation.