Tag: retirement planning Buffalo

A low-angle architectural photograph of the historic stone facade of the Ellicott Square Building in Buffalo, New York, against a clear blue sky, where the local office of Winthrop Partners fee-only fiduciary advisors is located.

Why Retirement Income Planning in Buffalo Matters

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Sequence of Returns Risk: Protecting Your Retirement Income

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About

Winthrop Partners is a fee-only fiduciary wealth management firm serving clients in Doylestown, PA; Pittsburgh, PA; Orchard Park, NY; and Miami, FL. Our team of CFA®, CFP®, and ChFC® professionals provides financial planning, investment management, retirement income strategies, and estate planning guidance. We focus on aligning your investments, taxes, and long-term goals through a personalized, planning-first approach.

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