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Buffalo, Ny

Fee-Only Financial Advisor serving Buffalo & the
greater Western New York region

Retirement Planning Services

 

 

Address

Winthrop Partners

295 Main St, Suite 840

Buffalo, NY 14203

Phone Number

(716) 322-7478

Hours

Mon: 9am – 5pm

Tue: 9am – 5pm

Wed: 9am – 5pm

Thu: 9am – 5pm

Fri: 9am – 5pm

Sat: Closed

Sun: Closed

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Winthrop Partners: Buffalo, NY

Winthrop Partners is a fee-only financial advisor located in the historic Ellicott Square building in Downtown Buffalo. Ryan Carney CFP® manages the office and provides Buffalo-based investment management services to our clients. Ryan and his team possess specialty knowledge pertaining to New York state laws that affect taxes, investing, and wealth management and transfer.

Winthrop Partners can help those in and around Buffalo with the following services:

  • Retirement Planning
  • Investment Management
  • Advisor Transitions
  • General Financial Planning

At Winthrop Partners, our clients’ goals and objectives take precedence. We are fiduciaries, which means we are ethically bound to act in the client’s best interest. We firmly believe that wealth management services should be delivered with the utmost integrity, which is why we do not accept compensation from third parties for any of our services. Our core value of “We Invest In You Before You Invest With Us” forms the foundation of our culture and reflects our commitment to prioritizing our clients’ needs above all else.

 

Locations

 

 

Doylestown, PA

Winthrop Partners
100 Mechanics Street, 1st Fl
Doylestown, PA 18901

Buffalo, NY

Winthrop Partners
295 Main Street, Suite 840
Buffalo, NY 14203

Pittsburgh, PA (Pittsburgh East)

Winthrop Partners
101 East Swissvale Avenue
Pittsburgh, PA 15218

Pittsburgh, PA (Downtown)

Winthrop Partners
100 First Avenue, Suite 1010
Pittsburgh, PA 15222

Miami, FL

Winthrop Partners
8200 NW 41st St., Suite 318
Doral, FL 33166