Lloyd's Insurance & Investments

Winthrop Partners an Independent Registered Financial Advisory (RIA) we specialize in Investment Management, Wealth Planning, Financial Planning , Retirement Planning. Winthrop is a fee only investment manager who functions as a Fiduciary for our clients. Our Credentials include Certified Financial Planner, Chartered Financial Analyst. We Serve clients across the country with offices in Pittsburgh, Philadelphia, Buffalo.

Citizens Securities, Inc. is a financial advisory firm located in Pittsburgh, Pennsylvania. They offer personalized financial planning services, with a team of dedicated professionals who work closely with clients to design a comprehensive approach to their finances. Their collaborative and comprehensive process focuses on the needs and goals of individuals, families, and legacies. Citizens Private ClientTM, their flagship service, provides premium benefits through CitizensPlusTM, including investment matching, higher savings rates, cash back credit card rewards, special lending discounts, and more. With a commitment to understanding the unique situations of their clients, Citizens Securities, Inc. aims to guide individuals through their financial journey and help them achieve their financial goals.Generated from the website

Steve Mathis serves as a Private Client Relationship Manager at Citizens Private Client in Pittsburgh, PA, where he and his dedicated advisory team assist clients in navigating their financial journeys. They focus on creating comprehensive financial plans tailored to individual needs, ensuring ongoing support as clients' circumstances evolve. Citizens Private Client offers a range of services, including personalized financial planning and exclusive rewards through Citizens Plus, which enhances clients' financial experiences with benefits like higher savings rates and special lending discounts. The firm emphasizes a collaborative approach, prioritizing the unique goals and legacies of each client and their families. Generated from the website