CJ Tomaskovic, Rhinebeck Asset Management - Poughkeepsie (NY)

UCIS Making the transition to Winthrop Partners was the best financial decision my family and I have made. Our advisor, Ryan, is absolutely wonderful and has our accounts growing monthly. Making our future financially secure was always the most important piece for us but the relationship we have developed is such an added bonus. Give them a chance, you won’t regret it!

Maureen Barnard I’ve tried to call several times, you state your hours are from 8:30 to 5… but no one picks up, the recording repeats itself over and over and over. My financial advisor told me he called and left a message and no one called him back. Your message center says leave a message, but your message center says, you cannot leave a message, it’s full. This is very annoying. Someone should be checking and correcting your phone message.

Michael Santucci Ive known Art and worked with him for a few years now and I am very thankful I was introduced to him. He has been instrumental in helping me grow my business. Its clear he is very knowledgeable with managing/protecting money and is a true fiduciary, educates on different strategies and lets customers make an informed decision. Highly recommend .

Julio Miranda I have been going to Arline Arias & Associates,I love the service,Arline is pleasant and fair i know friends and family that also do their taxes there i am happy with the excellent service. There is a bit of a wait since she has many clients but is worth the wait.

Steve R. I gave WFA one third of my portfolio three years ago and this is my update on their performance over that time. I am a client of Nick L., so this primarily reflects on the success of his efforts. I have been very pleased. Nick and his team consistently exceed my expectations in terms of portfolio performance, client service, customization, enjoyably meetings, and the statistical analyses I require. As someone who has written my own investment software for over 10 years, I have a lot "invested" in managing my own portfolio. However at this time I am considering placing another third of my funds under Nicks management.

Baba Ganoosh Great credit union. Nice people. Good services, including their online bill pay app.

Brad Berry I am always very satisfied. Knowable and customer service. The best.