Herweyer Financial - Schenectady (NY)

Grant Russell This team of pros really exceeded our expectations

karla Yattaw Very friendly, professional, and knowledgeable group of individuals who will explain everything so you are confident in making the right choice for you and your familys financial future. Beautiful offices and everyone is dressed so well! Dont hesitate to contact them for life insurance or investment needs!

Lindsay Dailor I have had the opportunity and pleasure of working with Brent at this location and could not be happier with my experience! He was extremely polite and efficient. The whole process was so easy and very fast. Thank you Brent!

Aron Hirtz Great service & very professional staff. Jacob has been helping us with personal and corporate returns (for 5 years now). Jacob was able to quickly advise on various questions. Would definitely recommend Jacob Lichter & Co. no matter how complicated your returns are!

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!