Raymond James Financial Services - Kingston (PA)

Vincent Sica Dealt with them for about 4 years, good people and straight up helpful..you wont go wrong...

Coffee lvr Mr. Paul and his staff are professional, helpful, and personable. A great choice if looking for a financial planner and tax preparer.

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.

Geoff Y The team at Kaufman Financial Servies is very professional and thorough in their work. They have helped my family identify the best way to save money and plan for retirement.