Winthrop Partners - Epa, LLC

SEC-regulated
Registered investment advisor
Winthrop Partners - Epa, LLC is a financial advisor based in Buffalo, New York. It currently has around $32,929,029 of assets under management and employs approximately 3 people. The main advice areas covered by Winthrop Partners - Epa, LLC are: financial planning services and portfolio management for individuals and/or small businesses. Winthrop Partners - Epa, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

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This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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295 Main Street, Suite 840, Buffalo, New York, 14203