Best Financial Advisors in Newtown, PA

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Newtown, PA Fiduciary Financial Advisors

Martha Harding - UBS Financial Services Inc.
Location 411 S State St 2nd Floor, Newtown, PA 18940, USA
Phone (215) 579-6006
Oak & Stone Capital Advisors
Location 120 S State St, Newtown, PA 18940, USA
Phone (855) 625-7866
Edward Jones - Financial Advisor: Fred A Kurtz
SEC File# 801-3297
CRD# 250
Location 1 S State St Suite A, Newtown, PA 18940, USA
Phone (215) 579-0564
American Portfolios
Location 139 N State St, Newtown, PA 18940, USA
Phone (267) 756-7059
The BR Consulting Group - UBS Financial Services Inc.
Location Stocking Works, 411 S State St, Newtown, PA 18940, USA
Phone (215) 579-6012
Pa Secure Retirement Solutions LLC.
Location 110 S State St, Newtown, PA 18940, USA
Phone (215) 520-9247
Raymond James & Associates
Location 5 Caufield Pl Ste 201, Newtown, PA 18940, USA
Phone (215) 497-7490
Uehling Wealth Management - UBS Financial Services Inc.
Location 411 S State St 2nd Floor, Newtown, PA 18940, USA
Phone (215) 497-3495
John McDermott, CFP® - Raymond James
Location 4 Caufield Pl Suite 101, Newtown, PA 18940, USA
Phone (215) 497-7490
CURO Wealth Management
Location 1705 Newtown-Langhorne Road Suite One, Langhorne, PA 19047, USA
Phone (215) 486-8350
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About Newtown, PA

Newtown, PA is located in Bucks County and is home to approximately 27,000 people. The town was founded in 1705 and named after Newtown, Wales. Some of the town's landmarks include Newtown Presbyterian Church (founded in 1714), Newtown Friends Meeting House (built in 1748), and the Newtown Historic District (designated a National Historic Landmark in 1966). Top employers in Newtown include Lockheed Martin, St. Mary Medical Center, and Nestle USA. Major highways and streets in Newtown include Pennsylvania Route 413 and Street Road. The town's neighborhoods include Elmhurst, Langhorne Manor, Richboro, and Southampton.

Where Certified Financial Advisors in Newtown, PA Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks in Newtown, PA offer a wide range of services to their customers. Some of these services include checking and savings accounts, loans, mortgages, and credit cards. Banks also offer a variety of other services, such as online banking, bill pay, and mobile banking. Residents of Newtown can use the banks in their town to meet all their financial needs.

Insurance Broker

Residents of Newtown, PA who were affected by the recent tragedy can receive help from insurance brokers. Brokers are licensed professionals who can provide assistance to individuals and businesses in obtaining property and casualty insurance, health insurance, and other types of insurance. They can also help residents file claims and navigate the complex world of insurance.

Retirement Planning

Financial advisors can help Newtown, PA residents with retirement planning in a number of ways. One way is by helping people to save for retirement. Advisors can work with people to create a savings plan that will allow them to have a comfortable retirement. Advisors can also help people to invest their money wisely so that it will grow over time. Another way that advisors can help is by giving advice on when to retire. Often, people retire before they are ready because they do not know what else to do or how they will support themselves financially. Advisors can help people make the decision about when is the best time for them to retire and give them information on what they need to do in order to be prepared.

Wealth Management

Wealth management is a process that helps individuals and families achieve their financial goals. It involves developing a plan, implementing the plan, and monitoring progress along the way. Wealth managers work with clients to create a personalized plan that takes into account their unique situation and needs. This can include everything from investment planning to estate planning to tax planning. Wealth management can help Newtown, PA residents protect their assets and grow their wealth over time.

Estate Planning Lawyer

Although the events in Newtown, PA were tragic and heartbreaking, they also served as a reminder that we all need to plan for the unexpected. Estate planning lawyers can help residents of Newtown and surrounding areas create wills, trusts, and other legal documents that will help ensure their families are taken care of in the event of their death or incapacitation.

Mortgage Loan Officer

Mortgage loan officers in Newtown, PA can help residents by providing them with information on the different types of loans available. Mortgage loan officers can also help residents apply for loans, and they can provide advice on which type of loan is best for a particular resident. Finally, mortgage loan officers can help residents understand the terms of their loan agreement.

Tax Services

Tax accountants in Newtown, PA can help residents with a variety of tax-related issues. They can help residents prepare their tax returns, file for extensions, and more. In addition, tax accountants can also offer advice on how to reduce one's tax liability. Residents who are looking for assistance with their taxes should contact a local tax accountant for more information.


FAQs About Personal Financial Advisors in Newtown, PA