Wealth Management in Newtown, PA

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Newtown, PA Wealth Management Firms

SEC File# 801-107770
CRD# 282871
5 out of 5
Location 10 N State St #1, Newtown, PA 18940, USA
Phone (215) 579-5981
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
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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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John Roesinger - Thrivent
Location 41 University Dr Ste 400, Newtown, PA 18940, USA
Phone (215) 809-2086
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SEC File# 801-117871
CRD# 305834
Location 503 Washington Ave #1c, Newtown, PA 18940, USA
Phone (215) 259-5021
Time Monday: 8:30 AM – 5:30 PM Tuesday: 8:30 AM – 5:30 PM Wednesday: 8:30 AM – 5:30 PM Thursday: 8:30 AM – 5:30 PM Friday: 8:30 AM – 5:30 PM Saturday: Closed Sunday: Closed
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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
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SEC File# 801-116753
CRD# 148025
Location 642 Newtown Yardley Rd STE 115, Newtown, PA 18940, USA
Phone (866) 296-8156
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SEC File# 801-10418
CRD# 705
Location 5 Caufield Pl Ste 201, Newtown, PA 18940, USA
Phone (215) 497-7490
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Thrift Financial
Location 12 Penns Trail, Newtown, PA 18940, USA
Phone (215) 234-3074
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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
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Gage Wealth Management Group
Location 411 S State St, Newtown, PA 18940, USA
Phone (267) 352-3293
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United Capital Financial Advisers LLC
3 out of 5
Location 1707 Langhorne Newtown Rd #1, Langhorne, PA 19047, USA
Phone (215) 860-6056
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Wealth Management in Newtown, PA

Where Wealth Management Advisors in Newtown, PA Serve

Newtown, PA is a charming town located in Bucks County, Pennsylvania, known for its rich history and picturesque landmarks. The town is home to several notable landmarks, including the Newtown Theatre, which is one of the oldest continuously operating movie theaters in the country, and the Half-Moon Inn, which was built in 1733 and served as a tavern during the Revolutionary War. Top employers in Newtown include the Council Rock School District, which is the largest employer in the area, as well as several healthcare and retail companies. The town is conveniently located near major highways, including Interstate 95 and the Pennsylvania Turnpike, making it easy to travel to nearby cities such as Philadelphia and Trenton. Newtown is divided into several unique neighborhoods, each with its own distinct character and charm. Some of the most popular neighborhoods include Newtown Borough, which is home to many historic buildings and quaint shops and restaurants, and the Newtown Grant community, which features a variety of recreational amenities and beautiful green spaces.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Newtown, PA would greatly benefit from the services of a bank. One specific way that a bank could help the community is by offering small business loans to local entrepreneurs. Newtown is a town that values local businesses and supports their growth. However, starting a business can be difficult without financial assistance. A bank could provide loans to aspiring business owners, allowing them to purchase necessary equipment, rent a storefront, and hire employees. This would not only benefit the individual business owner but also stimulate the local economy by creating jobs and attracting more customers to the area. Additionally, a bank could provide financial education and resources to residents, helping them to manage their finances and plan for the future. Overall, a bank would be a valuable asset to the community of Newtown, PA.

Insurance Broker

Residents of Newtown, PA would greatly benefit from the services of an insurance broker. With the town's growing population and diverse demographics, an insurance broker could assist in finding the most suitable insurance policies for individuals and families. For instance, with the town's proximity to major highways, residents may require additional coverage for their vehicles. Furthermore, as Newtown is home to many small businesses, an insurance broker could offer valuable advice on commercial insurance policies to protect against potential liabilities. Additionally, with the town's history of extreme weather conditions, an insurance broker could help homeowners find comprehensive coverage for their properties. Overall, the services of an insurance broker in Newtown, PA would provide peace of mind and protection for residents in various aspects of their lives.

Retirement Planning

Residents of Newtown, PA could benefit greatly from the services of a retirement planner. With its charming small-town atmosphere and proximity to major metropolitan areas, Newtown is an attractive place to retire. However, navigating the complex world of retirement planning can be daunting. A retirement planner can help residents assess their financial situation, identify goals, and develop a personalized plan for retirement. This might include strategies for maximizing Social Security benefits, managing tax liabilities, and investing wisely. Additionally, a retirement planner can provide guidance on long-term care planning, estate planning, and other important considerations. With so many options and variables to consider, the expertise of a retirement planner can help residents of Newtown, PA feel confident and secure in their retirement years.

Financial Advisor

Residents of Newtown, PA could benefit from the expertise of a financial advisor in a variety of ways. For instance, with the average home price in Newtown being around $500,000, a financial advisor could help residents navigate the complex world of mortgages and home loans. Additionally, Newtown is home to many small businesses, and a financial advisor could provide guidance on everything from tax planning to retirement savings for business owners. With the cost of living in Newtown being higher than the national average, a financial advisor could also assist residents in creating a budget and managing their expenses to ensure they are living within their means. Furthermore, with the recent economic uncertainty caused by the COVID-19 pandemic, a financial advisor could help residents assess their financial situation and make informed decisions about their investments and savings. Overall, a financial advisor can be a valuable resource for residents of Newtown, PA in navigating the often-complicated world of personal finance.

Mortgage Loan Officer

Residents of Newtown, PA can greatly benefit from the services of a mortgage loan officer. With the town's median home value at $524,000, many residents may require assistance in securing a mortgage that fits their financial needs. A skilled loan officer can help residents navigate the complex process of obtaining a mortgage, from pre-approval to closing. They can also provide valuable advice on the best mortgage options available, including fixed-rate, adjustable-rate, and government-backed loans. Moreover, a mortgage loan officer can help residents understand the intricacies of Newtown's real estate market, such as the impact of the town's proximity to Philadelphia on property values. By working with a knowledgeable and experienced loan officer, residents can ensure that they make informed decisions and secure the best possible mortgage for their unique circumstances.

Tax Services

Residents of Newtown, PA can benefit greatly from the services of a tax advisor. With the town's vibrant economy and diverse population, tax advisors can provide valuable assistance in navigating the complex tax laws and regulations that apply to both individuals and businesses. For instance, a tax advisor can help residents in Newtown, PA to identify tax deductions and credits that they may be eligible for, such as the Earned Income Tax Credit or the Child and Dependent Care Credit. Additionally, tax advisors can help business owners in Newtown, PA to structure their operations in a tax-efficient manner, and can provide guidance on issues such as payroll taxes, sales taxes, and tax planning for mergers and acquisitions. With the help of a skilled tax advisor, residents of Newtown, PA can take advantage of all the tax benefits available to them and ensure that they are in compliance with all applicable tax laws.

Estate Planning Lawyer

Residents of Newtown, PA could greatly benefit from the services of an estate planning lawyer. With its rich history dating back to the 1600s, Newtown is a town that is steeped in tradition and family values. An estate planning lawyer can help families in Newtown to protect their assets and ensure that their loved ones are taken care of after they pass away. This can include drafting wills, setting up trusts, and establishing powers of attorney. Additionally, an estate planning lawyer can assist with probate and estate administration, guiding families through the legal process of settling a loved one's affairs. In a town like Newtown, where community and family are highly valued, having an estate plan in place can provide peace of mind and security for future generations.

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