Best Financial Advisors in Newtown, PA

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List of Firms

Newtown, PA Fiduciary Financial Advisors

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Oak & Stone Capital Advisors
Location 120 S State St, Newtown, PA 18940, USA
Phone (855) 625-7866
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Pa Secure Retirement Solutions LLC.
Location 110 S State St, Newtown, PA 18940, USA
Phone (215) 520-9247
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CURO Wealth Management
Location 1705 Newtown-Langhorne Road Suite One, Langhorne, PA 19047, USA
Phone (215) 486-8350
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Edward Jones - Financial Advisor: Fred A Kurtz
Location 1 S State St Suite A, Newtown, PA 18940, USA
Phone (215) 579-0564
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Martha Harding - UBS Financial Services Inc.
Location 411 S State St 2nd Floor, Newtown, PA 18940, USA
Phone (215) 579-6006
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American Portfolios
SEC File# 801-61065
CRD# 112697
Location 139 N State St, Newtown, PA 18940, USA
Phone (267) 756-7059
Directions
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The BR Consulting Group - UBS Financial Services Inc.
Location Stocking Works, 411 S State St, Newtown, PA 18940, USA
Phone (215) 579-6012
Directions
SEC File# 801-10418
CRD# 705
Location 5 Caufield Pl Ste 201, Newtown, PA 18940, USA
Phone (215) 497-7490
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Uehling Wealth Management - UBS Financial Services Inc.
Location 411 S State St 2nd Floor, Newtown, PA 18940, USA
Phone (215) 497-3495
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John McDermott, CFP® - Raymond James
Location 4 Caufield Pl Suite 101, Newtown, PA 18940, USA
Phone (215) 497-7490
Directions
Financial Advisors in Newtown, PA

Where Certified Financial Advisors in Newtown, PA Serve

Newtown, PA is a quaint and charming town located in Bucks County, Pennsylvania. This picturesque town is home to a number of notable landmarks, including the Newtown Theatre, the oldest operating movie theatre in the United States. The town is also home to the historic Newtown Presbyterian Church, which dates back to the 1700s and is a popular destination for history buffs and architecture enthusiasts alike. In terms of top employers, Newtown is home to a number of thriving businesses, including the healthcare company BioTelemetry, the software company EPAM Systems, and the financial services firm Penn Mutual. These companies provide employment opportunities for residents and contribute to the town's strong economy. Major highways and streets in Newtown include the Newtown Bypass, which provides easy access to nearby towns and cities, as well as the Newtown-Yardley Road and the Durham Road, which are popular routes for commuters and travelers.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Newtown, PA could benefit greatly from the guidance of a financial advisor. One of the most common ways that a financial advisor could help is by creating a personalized budget and investment plan for each individual. Newtown is a small and affluent town located in Bucks County, Pennsylvania. Many of its residents have high disposable incomes but may not have a clear understanding of how to invest their money wisely. A financial advisor could help them navigate the complexities of investing and help them make informed decisions about their finances. Additionally, a financial advisor could help residents of Newtown plan for their future by creating a retirement plan or helping them save for their children's education. By working with a financial advisor, residents of Newtown can gain peace of mind knowing that their finances are in good hands.

Insurance Broker

Residents of Newtown, PA can benefit greatly from the services of an insurance broker. With its rich history and beautiful surroundings, Newtown is a highly desirable place to live. However, the town is not immune to the risks and challenges that come with daily life. An insurance broker can help residents navigate the complexities of insurance policies and find coverage that meets their specific needs. For example, with the town's proximity to major highways, residents may need additional auto insurance coverage. Additionally, with the prevalence of severe weather events in the area, homeowners may need specialized coverage to protect their properties. An insurance broker can help residents understand their options and make informed decisions about their insurance needs.

Retirement Planning

Residents of Newtown, PA could greatly benefit from the services of a retirement planner. Specifically, with the median age of residents being 45 years old, retirement planning is a crucial aspect of financial planning in Newtown. A retirement planner can help residents navigate the complexities of retirement savings, investment options, and social security benefits to ensure they have a comfortable retirement. Additionally, with the high cost of living in Newtown, a retirement planner can help residents create a realistic budget and savings plan to meet their financial goals. Overall, a retirement planner can provide invaluable guidance and peace of mind to the residents of Newtown, PA as they plan for their future.

Wealth Management

Residents of Newtown, PA can benefit from the expertise of a wealth manager in various ways. For starters, a wealth manager can help them create a comprehensive financial plan that aligns with their long-term goals. This includes investment strategies, retirement planning, tax planning, and risk management. Newtown is a thriving community with a strong real estate market, and a wealth manager can assist residents in making informed decisions about buying or selling property. Additionally, Newtown is home to many small business owners, and a wealth manager can provide valuable advice on business succession planning and asset protection. Overall, a wealth manager can help residents of Newtown, PA achieve financial security and peace of mind.

Mortgage Loan Officer

Residents of Newtown, PA could benefit greatly from the assistance of a mortgage loan officer. With the cost of living in the area being higher than the national average, many residents may struggle to afford a home without the help of a mortgage loan. A loan officer can guide residents through the process of obtaining a mortgage, helping them to find the best rates and terms for their financial situation. In addition, Newtown is known for its historic homes and neighborhoods, which may require special considerations when it comes to financing. A knowledgeable loan officer can help residents navigate these unique circumstances and ensure that they are able to secure the funding they need to purchase their dream home in this charming community.

Tax Services

Residents of Newtown, PA can benefit greatly from the expertise of a tax advisor. With the town's thriving business community and high property values, taxes can be a complex and overwhelming topic for many. A tax advisor can assist with everything from filing tax returns to providing guidance on tax planning and strategies for minimizing tax liability. Additionally, with Newtown's proximity to Philadelphia and New York City, residents may have unique tax considerations related to commuting and working in different states. A knowledgeable tax advisor can help navigate these complexities and ensure that residents are taking advantage of all available tax deductions and credits. Overall, a tax advisor can provide peace of mind and help residents make informed decisions about their finances.

Estate Planning Lawyer

Residents of Newtown, PA can benefit from the expertise of an estate planning lawyer in several ways. First and foremost, an estate planning lawyer can help residents create a comprehensive plan for the distribution of their assets after they pass away. This is especially important in Newtown, where many residents own valuable property and assets. Additionally, an estate planning lawyer can help residents minimize the tax burden on their estate and ensure that their wishes are carried out in the event of their incapacitation or death. Finally, an estate planning lawyer can provide guidance on healthcare directives and powers of attorney, which can be crucial in ensuring that residents receive the care they need in the event of a medical emergency. Overall, an estate planning lawyer can provide peace of mind to residents of Newtown, knowing that their affairs are in order and their loved ones will be taken care of.

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