WINTHROP PARTNERS - WPA , LLC
Buffalo, New York
5.0
7 Reviews
Winthrop Partners - WPA, LLC is a distinguished investment advisory firm headquartered in Buffalo, NY. With a strong presence in the financial industry, the company operates from three strategically located offices. Led by a team of highly skilled professionals, Winthrop Partners - WPA, LLC offers exceptional investment advisory services to its clientele.
The firm takes pride in its dedicated team of two employees, each possessing a wealth of expertise and experience in the field of finance. These professionals provide personalized investment advice tailored to meet the unique financial goals and objectives of their clients. On a...
See more
Loading...
Assets Under Mgmt
$59.13M
Investment Professionals
2
Locations
2
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
Articles
Articles
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.