Baird Private Wealth Management - Washington (PA)

Brittany Azzolina, LPC The best! We have been working with the Langan family for over 12 years, and they’ve consistently demonstrated integrity, professionalism, and reliability in managing our financial goals. That same professionalism extends to their entire office team, who are always detailed and responsive. Bob has been a true partner in helping us navigate entrepreneurship, business growth, and our personal family goals. We are so grateful for their continued support and guidance!

Michele Hess My husband is preparing to retire. This place was recommended to him. He took a vacation day and we went to a meeting with all our financial records. We were quickly told that they dont take anyone with less than a million dollars to invest. We were caught totally by surprise and felt humiliated. I believe they should let potential clients know that when they call for an appointment. It was a total waste of time.

Dennis Blaszkowski We have been with Brian for almost three years now. We are very happy working with Brian. He is easy to talk to and explains everything to us so that we understand. There is no pressure with Brian, just the facts and understanding. I would recommend to anyone, to use Brian and Winthrop Partners for their financial planning needs. *This is a testimonial provided by a current client of the Advisor. No cash or non-cash compensation was provided in exchange for the testimonial. However, the testimonial is strictly the viewpoint of the current client’s experience and is not reflective of any other client’s experience. The existence of a testimonial provided by the current client is not a guarantee of the client’s experience with the Advisor in the future. The current client is not affiliated or related to the Advisor or any of its personnel in any manner. For more information, please see the Advisor’s other disclosure documents including its Form ADV Part 2A and Part 3-CRS.

Ryne Kean The staff are friendly and helpful however the banks policys on certain things are insane such as the overdraft fees and interest rates but I understand that is what they do to make money and we agree before opening anything

Destiny Mickens I loved getting my taxes done here for the first time. She gave me nothing but a great experience ! I had trouble with my taxes from the year before and she also help me with those ! All together Mrs.Laquita was amazing and I will go through every hear from now on out !

Ken Hoffer My wife and I have been assigned Shawn as our Financial advisor. His knowledge of the markets and financial tools available is literally mind blowing. What I like about TRS is that my wife has the security she needs with her funds while at the same time I can assume as much risk as I can tolerate.

Pierce Giancaterino Stephen takes a very hands on, caring approach to the advising process and has a wealth of knowledge and experience to boot. Compared to most advisors, he certainly goes the extra mile to give you a personalized experience and makes you feel as though you are his only client, if not a friend. He is extremely down to earth as well, putting relationships ahead of profits. I would 100% recommend to anyone that is serious about their financial future and retirement. Stephen will get you to where you want to go.

Joanne Anderson Alison is fabulous! Caitlin is such a warm and welcoming person. Lindsay was great with me on the phone-so accommodating! And of course Dan is great he created an amazing company. I trust them to the fullest as they always have time for me. So happy we made the choice to work with them!