Butterworth Financial Services - Wyomissing (PA)

John U I was connected to Dave through a friend and he has done a great job on my taxes for years. He takes the time to meet in person and discuss the intricacies with me. Extremely knowledgeable and personable. Highly recommended.

Sean Pendray As a professional financial advisor and legal settlement planner, I work with multiple trustee options nationwide for my clients, and none are more knowledgeable or responsive than Legacy.

Kimberly Talbert Have went there for years, Mikki usually does our taxes and have had no issues. All the employees there are nice and Lloyd always stops by and checks in on us to see how we’re doing. Great bunch of prople

C K Mike with Crockett has a great way of walking people through financial literacy, and gives transparent options to invest. Crockett is a team of professionals, highly recommend.

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.

Eric Very helpful, great at breaking down the details & thoroughly explaining things.

Michael Flynn Matt and Pam doing great job always available.