Winthrop Partners - Pittsburgh (PA)

Lydia Carroll Experience was great! I received a quick response. Mehul was very knowledgeable, went over everything with me before anything was signed, and made me feel at ease with the process. Highly recommend!

HairBySamDiane Each and every time I go to this branch I have had outstanding customer service each and every time. Melissa and Chuck, have been awesome. I have encountered with the bank tellers multiple times and also very friendly uplifting customer service. Melissa has been such a sweetheart and I’ve encountered with her over the last few years and she’s simply the best. 10 stars for the White Oak Branch.

Dennis Stine Excellent financial advisor for several years.

Kate Gigliotti Working with Julie has been a lifesaver for our family! Doing our own taxes and using H&R block for years before finding her, we could not believe how easy it was to get our return in a timely fashion. We were feeling very overwhelmed with multiple W2s and a new mortgage, and Julie worked with us to make sure we took advantage of every credit and got a great return. She also helped us when we received a bill for missed taxes from a previous return we had submitted with H&R block years before. She was able to take a bill for over $2000 and, through her research and diligence, prove that we only owed $85. I was so relieved! I am extremely impressed with her professionalism and attention to detail. Communication has been prompt and very clear. I would highly recommend Financial Allies!

Denise Reichardt Insider Information: These Advisers are true Fiduciaries with a hands-on, full service approach rarely seen nowadays. Because they are a truly independent firm, the advice you get is unbiased, unprejudiced and as individual as you are. They meet their clients often and are always available when the winds of change start blowing. Their expertise is in the Retirement sector which includes wealth and estate planning for individuals and families as well as Fiduciary guidance for Retirement Plan Sponsors (think 401k’s, etc) at Companies. I’ve personally observed Josh save companies money on their Plans and simultaneously provide better options and more value for their employees. No one is assigned a client # and the level of attention and follow up is quite impressive. I know this because I’ve had the pleasure of working alongside Josh, Bob, Peter and Ron since late last year assisting them with CRM. They know the minutest of details about almost every single one of their hundreds of clients which is impressive because after 25 years in banking, I can tell you that most Advisers can’t even remember your name sometimes, let alone what your situation is. Response rates to clients are excellent and all clients are treated fairly, with actual compassion involved, it’s so refreshing.

Karen Babcock Slowest bank ever, maybe another teller or two would be a good idea.