TruMark Financial Credit Union - Center City - Philadelphia (PA)

James Brown Leaf has been a partner with our company for several years now and we have successfully completed a number of transactions together. Nothing but great, seamless experiences! I have worked with Dane and he is an excellent, prompt communicator. We have not had any issues...I wish I could say that about all of our companys service providers! 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.

Gayle Stahlman Excellent experience from the time I called to set up an appointment to the actual face-to-face to the application process for my new insurance. I highly recommend using Marley for your personal insurance needs. Cari was so helpful in finding the perfect health insurance policy to meet my needs. And I appreciate that I am not paying for things that are not needed or that go against my Christian values.

Rachel Miller Ashley is fantastic! My car was totaled last month and I dealt with Progressive directly for my claim. However, when it came time to shop for a new car, Ashley was incredibly patient and helpful. I sent her a handful of VINs and she was able to give me quotes on all the vehicles before I even test drove them. It made the process of buying a new car VERY helpful. I deeply appreciate Ashleys help and patience with me!

Betty Dively Extremely patient with me which is not easy to do. Always does immediately what I asked him to do. Excellent!!!

sl29 I just had my first meeting with Lisa for help with my buisness taxes and I have to say I walked in not knowing if she would be a good fit to help me as a small business owner. During our first meeting she related to my situation so well and shared her experiences and let me know that she can get me on track to meet my goals. I left with such a great feeling of adding the right person to my small team!

Josh Gellock Mike Assad is an incredible professional who has helped me understand my overall financial picture, both for the near future, and far. I feel confident with him by my side, managing my retirement portfolio.

Troy Aberle By far the smartest team I have ever learned from. This is the knowledge your bank knows and doesn’t want you to have. Trust Tim and Olivia and learn how to invest!