WP
Winthrop Partners
Winthrop Partners: Vertrauenswürdige, personalisierte Finanzberatung für Lebensmeilensteine.
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Business
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Winthrop Partners: Vertrauenswürdige, personalisierte Finanzberatung für Lebensmeilensteine.
Winthrop Partners in Buffalo, NY bietet personalisierte Finanzberatung unter der Leitung des vertrauenswürdigen Beraters Ryan Carney. Kunden loben eine langjährige Beziehung, zeitnahe Aktualisierungen und eine auf Meilensteine zugeschnittene Planung – von Hochzeiten und dem ersten Eigenheim bis zur Ausbildung der Kinder – und schätzen diversifizierte Portfolios, die auf kurz- und langfristige Ziele ausgerichtet sind, sowie laufende Unterstützung, um ihre finanzielle Zukunft zu sichern.
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Personalisierte Strategien für kurze und langfristige Ziele, einschließlich Ruhestand, Bildung und größeren Anschaffungen.
Fachkundige Portfoliodiversifikation und Asset-Management, um Ihre Risikotoleranz und Wachstumsziele in Einklang zu bringen.
Beratung zur Minimierung steuerlicher Auswirkungen bei Investitionen und Finanztransaktionen.
Regelmäßige Einblicke und Erklärungen zu komplexen Finanzkonzepten, damit Sie informiert und selbstbewusst bleiben.
Individuelle Beratung zu Ereignissen wie Heirat, Hauskauf, Jobwechsel und Familienplanung.
Gesamtbewertung
evan walton
I was referred to Winthrop through a friend. I met with Ryan and had a great experience. He set me up on a path to a great future. Thank you so much Ryan. I would not go anywhere else and would refer any friends and family
UCIS
Making the transition to Winthrop Partners was the best financial decision my family and I have made. Our advisor, Ryan, is absolutely wonderful and has our accounts growing monthly. Making our future financially secure was always the most important piece for us but the relationship we have developed is such an added bonus. Give them a chance, you won’t regret it!
Alexander Giotis
I have had the privilege of working with Ryan Carney at Winthrop Partners as my financial advisor for years and I couldn't be happier with my experience. From day one, they displayed a deep understanding of my financial goals and concerns. Their expertise and guidance were invaluable in helping me make informed decisions about my investments and financial planning. What truly sets Ryan Carney and Winthrop Partners apart is their unwavering commitment to my financial well-being. They took the time to patiently explain complex financial concepts, ensuring I felt confident in every decision we made together. Their ability to tailor their advice to my unique circumstances was impressive, and it made me feel like a valued client. Beyond their knowledge and professionalism, Ryan is an incredibly approachable and empathetic advisor. They always made themselves available to answer my questions and provided regular updates on the progress of my investments. It's clear that they genuinely cares about their clients' financial success. Thanks to Winthrop Partners, I've not only seen positive returns on my investments but also gained peace of mind about my financial future. I wholeheartedly recommend them to anyone seeking expert financial guidance and a supportive partner on their financial journey. They are a true asset to anyone looking to secure their financial well-being. *This is a testimonial provided by a current client of the Advisor. No cash or non-cash compensation was provided in exchange for the testimonial. However, the testimonial is strictly the viewpoint of the current client’s experience and is not reflective of any other client’s experience. The existence of a testimonial provided by the current client is not a guarantee of the client’s experience with the Advisor in the future. The current client is not affiliated or related to the Advisor or any of its personnel in any manner. For more information, please see the Advisor’s other disclosure documents including its Form ADV Part 2A and Part 3-CRS.
John Fell
I’ve been a client of Winthrop Partners for about 10 years and from day one they have been responsive to my family’s needs. Ryan has been very helpful and informative while diversifying our portfolio to match our short and long-term goals and moving assets around to accommodate immediate needs. As a family with kids in, and approaching, their college years, Winthrop has employed investment strategies to align our portfolio to help with our kids’ education so that when we need money for tuition payments, we get them promptly, while mitigating tax implications. Winthrop provides regular market updates and has been responsive when we have questions. Overall, I’ve had a very good experience working with Ryan and Jennifer and would certainly recommend them to others. *This is a testimonial provided by a current client of the Advisor. No cash or non-cash compensation was provided in exchange for the testimonial. However, the testimonial is strictly the viewpoint of the current client’s experience and is not reflective of any other client’s experience. The existence of a testimonial provided by the current client is not a guarantee of the client’s experience with the Advisor in the future. The current client is not affiliated or related to the Advisor or any of its personnel in any manner. For more information, please see the Advisor’s other disclosure documents including its Form ADV Part 2A and Part 3-CRS.
Ryan McShane
My wife and I have been clients of Winthrop Partners for over a decade. Throughout the significant milestones in our lives, from our wedding day to buying our first home, the birth of our daughters, job changes, and major purchases, Winthrop, led by our trusted advisor, Ryan, has been our steadfast guide. Ryan's timely updates, valuable guidance, and genuine care have been invaluable to us. His expertise has helped us navigate complex financial decisions, and his personal approach to our financial well-being is evident in every interaction. What sets Winthrop Financial apart is their personal touch. Our catch-up sessions with Ryan are more than just financial reviews; they are opportunities to have meaningful conversations about our financial goals and aspirations. It's clear they understand our unique needs and tailor their services accordingly. We are grateful for the exceptional service and support from Winthrop Partners. They are helping us achieve our financial goals and have been a source of comfort and guidance through life's twists and turns. We wholeheartedly recommend Winthrop to anyone seeking a trustworthy financial partner to navigate life's financial journey with confidence.
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