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Doylestown, PA (bucks County)

Doylestown, PA (bucks County)

Fee-Only Financial Advisor serving Doylestown & the
greater Bucks County region

 

 

Address

Winthrop Partners

100 Mechanics St

Doylestown, PA 18901

Phone Number

(267) 454-7551

Hours

Mon: 8am – 6pm

Tue: 8am – 6pm

Wed: 8am – 6pm

Thu: 8am – 6pm

Fri: 8am – 3:30pm

Sat: 11am – 3pm

Sun: 11am – 1pm

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Winthrop Partners: Doylestown, PA

Winthrop Partners is a fee-only financial advisor located in Doylestown in the heart of Bucks County. Thomas Saunders manages the office and provides Doylestown-based investment management services to our clients. Thomas and his team possess specialty knowledge pertaining to Pennsylvania state laws that affect taxes, investing, and wealth management and transfer.

Winthrop Partners can help those in and around Bucks County 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
960 Penn Avenue, Suite 1001
Pittsburgh, PA 15222

Miami, FL

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