Description:
Winthrop Partners is a fee-only, fiduciary financial advisor offering comprehensive financial planning and investment management services nationwide. It charges a flat fee for services, receives no compensation from anyone other than the client, and is bound by oath and law to avoid all conflicts of interest. The firm's advisors have advanced degrees and accreditations including Certified Financial Planner™ (CFP®), Chartered Financial Analyst® (CFA®), and Chartered Financial Consultant®.
List of Services:
financial planning
retirement planning
investment management
tax & estate planning
insurance planning
Number of Employees:
9
For more information, please contact us with the following details:
Contact Email:
thomas.saunders@winthroppartners.com
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