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MiAMI, FL

Fee-Only Financial Advisor serving Miami and the Southern Florida region

Retirement Planning Services

 

 

 

Address

Winthrop Partners

8200 NW 41st St., Suite 318

Doral, Florida 33166

Phone Number

(305) 676-7568

Hours

Mon: 9am – 6pm

Tue: 9am – 6pm

Wed: 9am – 6pm

Thu: 9am – 6pm

Fri: 9am – 6pm

Sat: Closed

Sun: Closed

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Winthrop Partners: Miami, FL

Winthrop Partners is a fee-only financial advisor located in the Doral neighborhood of Miami, Florida. We are located just off the Palmetto Expressway, and can meet in-person at our office, or virtually. We work with year-round Miami residents and snowbird clients. The Winthrop team provides independent, conflict-free financial planning and investment services, and we possess specialty knowledge pertaining to Florida state laws that affect taxes, investing, and wealth management and transfer.

Winthrop Partners can help those in and around Miami 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.

fountain in the park doral community recreation area miami florida

 

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