The 30 Best Banking products in Newtown Square, Pennsylvania

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Bryan Frey - State Farm Insurance Agent is an insurance agency located at 11 Saint Albans Circle, Newtown Square, Pennsylvania, United States. The agency provides important information on the dangers of drunk driving and offers tips on supporting small businesses. They remind customers to avoid sharing sensitive personal information online and provide a phone number for assistance. The agency offers various insurance products, including life insurance and annuities issued by State Farm Life Insurance Company. They also offer deposit products through U.S. Bank National Association and credit cards issued by U.S. Bank National Association with a Visa license. Customers are advised to consult their State Farm agent before switching pet insurance policies to ensure continuity of coverage. The agency partners with American Pet Insurance Company and ZPIC Insurance Company for pet insurance products. State Farm is not responsible for third-party content or products and advises customers to consult a tax or legal advisor for personalized advice.

Connelly & Moore Wealth Management Group of Wells Fargo Advisors, located at 2093 Dutton Mill Road in Newtown Square, Pennsylvania, is dedicated to helping individuals and businesses create, preserve, distribute, and transfer wealth. As trusted advisors, they take the time to understand each client's financial priorities and offer personalized strategies to build a lasting financial legacy. The group offers a range of investment planning services, including Portfolio Investment Management (PIM) with the use of Wells Fargo Advisors' Envision® investment tool. This innovative approach helps clients identify and prioritize their financial goals. Please note that services may vary depending on the client's country of residence. Securities-related services are offered through Wells Fargo Advisors, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Insurance products are also available through nonbank insurance agency affiliates. It's important to be aware that by clicking on any external links, you will be leaving the Wells Fargo website and entering a third-party site with its own privacy and security policies.

Les Eisel - Thrivent is a finance institution located at 18 Campus Boulevard in Newtown Square, Pennsylvania, United States. Serving the Greater Philadelphia community, this institution is dedicated to changing the face of financial services in the area. As a Market Director, Les Eisel coaches and develops new financial professionals, helping them succeed in their practice and make a positive impact on their clients and communities. Licensing is available in multiple states, including CO, DE, FL, MD, ME, NC, NH, NJ, NY, OK, PA, SC, TN, and VA. Thrivent does not provide legal, accounting, or tax advice, but offers advice and guidance through its Financial Planning Framework. Insurance products are issued by Thrivent, while securities and investment advisory services are offered through Thrivent Investment Management Inc. Visit the website for more information on professional designations and services provided.