Bucks County, PA Financial Advisors and Resources



Financial Advisor Firms in Bucks County, PA


TFG WEALTH MANAGEMENT, LLC

Website

(866) 296-8156

642 Newtown-Yardley Road
Suite 115
Newtown, PA 18940

SEC#: 801-116753
Years in Business: 2 years

INSIGHT ADVISORS, LLC

Website

(215) 550-6011

10 N. State Street

Newtown, PA 18940

SEC#: 801-78355
Years in Business: 8 years

46 PEAKS INVESTMENT ADVISORY GROUP

Website

(215) 497-8310

760 Newtown Yardley Road
Suite 114
Newtown, PA 18940

SEC#: 801-117945
Years in Business: 1 years

VERICREST PRIVATE WEALTH, LLC

Website

(215) 809-2002

41 University Drive
Suite 400
Newtown, PA 18940

SEC#: 801-119692
Years in Business: 0 years

MAIN STREET FINANCIAL SOLUTIONS, LLC

Website

(609) 730-9222

503 E. Washington Avenue
Suite 1C
Newtown, PA 18940

SEC#: 801-117871
Years in Business: 1 years

CORDATUS WEALTH MANAGEMENT LLC

Website

(215) 579-5981

10 North State St
1st Floor
Newtown, PA 18940

SEC#: 801-107770
Years in Business: 5 years

INNOVA WEALTH PARTNERS, LLC

Website

(888) 270-1574

12 Terry Drive
Suite 203
Newtown, PA 18940

SEC#: 801-117798
Years in Business: 1 years

BRICK & KYLE ASSOCIATES INC

Website

(215) 493-8787

905 Mt Eyre Rd

Newtown, PA 18940

SEC#: 801-55370
Years in Business: 23 years

TOWERCREST CAPITAL MANAGEMENT, LLC

Website

(215) 809-2000

41 University Drive
Suite 400
Newtown, PA 18940

SEC#: 801-80857
Years in Business: 6 years


How Retirement-Friendly is Bucks County, PA?

  • Population: 626,806
  • % of Population 62 Years and Over: 22.4%
  • Average Home Value: $338,300
  • Average Monthly Housing Cost: $1,523
  • Average Household Income: $118,035
  • Pennsylvania Total Tax Burden: 8.46% (23rd Highest in U.S.)
  • Pennsylvania Property Tax: 2.82% (24th Highest in U.S.)
  • Pennsylvania Individual Income Tax: 2.52% (19th Highest in U.S.)
  • Pennsylvania Sales and Excise Tax: 3.12% (19th Lowest in U.S.)


Bucks County, PA Financial Advisor FAQs

Many financial advisors charge an annual fee of 1% to 3% of assets they manage. A flat fee may be charged as a percentage of the transactions made, where it is commonly referred to as a transaction-based fee.
Yes. With a financial advisor, you will have access to the expertise and guidance necessary to provide structure around your investments. Financial advisors play a role in advising their clients on investing strategies and other important financial decisions.
Financial advisors typically work closely with clients to identify their needs, define goals and objectives that are aligned with those needs; use their expertise to create an investment strategy; monitor investments so they produce optimal results over time; and manage risks by analyzing securities.
What allows you to stay focused on the needs of your clients vs. the business needs? What type of licenses and registrations do you hold? Do you offer testimonial or referrals prior to our engagement? Could I speak with a past client for reference?