Financial Consultants in Sheridan

“I’m a physician and very particular about wealth management. I’ve known Victoria as she began working with Edward Jones and have much confidence in the decisions she helps us make. She is personable, professional and can sit down with you to understand your goals. She has set out actionable plans to help accomplish retirement and protection of assets. I highly recommend her.“

“Angie has been managing our accounts for many years. I like her response time and attention to detail.“

“We have been dealing with the constant calls from people who claim they can rent or sell our timeshare and it has been overwhelming and frustrating to say the least. Fortunately, WYO Financial Services provided us with the knowledge and guidance we needed to distinguish between legitimate callers and potential scammers. Their valuable information has been a game-changer, and we are so thankful for their support.“