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TOP 30 Certified financial planner in Newtown, PA
7 results found
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Grace Financial Advisors LLC
Grace Financial Advisors LLC, located at 111 Brookside Road in Newtown Square, Pennsylvania, is a finance institution dedicated to helping Christians align their finances with their faith. Specializing in guiding individuals and families to become better stewards of their financial resources, the institution utilizes timeless Biblical principles to create personalized financial plans and investment strategies. With a focus on retirement planning, inheritance management, and estate planning, Grace Financial Advisors LLC offers Certified Financial Planners™ who prioritize their clients' interests above all else. Clients value the Christian worldview shared by the advisors and appreciate the trusted guidance provided on their financial journey. By working with experienced professionals, clients can confidently navigate the complexities of financial management while focusing on what matters most in life. With a commitment to honoring God through financial stewardship, Grace Financial Advisors LLC helps clients approach retirement with purpose, intentionality, and unwavering faith. Whether managing a business or navigating lifestyle changes, the institution provides practical insights and biblical wisdom to help clients achieve financial peace and fulfillment.
Ameriprise Financial
Ameriprise Financial is a finance institution located at 1717 Langhorne Newtown Road, Langhorne, Pennsylvania, United States. They offer a range of certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover various financial planning aspects such as asset management, retirement planning, estate planning, investment strategies, and more. Ameriprise Financial is committed to providing expert financial advice and services to individuals and businesses.
Edward Jones - Financial Advisor: David J Samachson, CFP®|AAMS™
Edward Jones - Financial Advisor: David J Samachson, CFP®|AAMS™ is a reputable financial institution located at 1 South State Street in Newtown, Pennsylvania, United States. As a Certified Financial Planner and Accredited Asset Management Specialist, David J Samachson provides expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: David J Samachson, CFP®|AAMS™ is dedicated to providing top-notch financial services to individuals and families in the Newtown area.
John Shimp - Private Wealth Advisor, Ameriprise Financial Services, LLC
John Shimp - Private Wealth Advisor, Ameriprise Financial Services, LLC, is a finance institution located at 1717 Langhorne Newtown Road, Langhorne, Pennsylvania, United States. The institution offers a range of certifications and designations for their advisors, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of financial planning topics, from asset management to retirement planning, estate planning, and more. Advisors at John Shimp - Private Wealth Advisor are trained to provide expert financial advice and support to individuals, families, small business owners, retirees, and high net worth clients.
Brendan O Reilly - Financial Advisor, Ameriprise Financial Services, LLC
Brendan O'Reilly is a Financial Advisor at Ameriprise Financial Services, LLC located at 1717 Langhorne Newtown Road, Langhorne, Pennsylvania, United States. Brendan holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMATM, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. Brendan specializes in providing comprehensive financial planning and investment advice to individuals, retirees, small business owners, and high net worth clients. With a strong focus on ethical practices and continuous education, Brendan is dedicated to helping clients achieve their financial goals and secure their financial future.
Bill Mervin Mortgage Team at NJ Lenders Corp.
The Bill Mervin Mortgage Team at NJ Lenders Corp. is a finance institution located at 140 Terry Drive, Newtown, Pennsylvania, United States. Specializing in FHA, Conventional, and VA loans, as well as refinancing, our team of Certified Mortgage Planners takes a holistic approach to home mortgage loan consultation and cash flow planning. We believe in building relationships with our clients to understand their financial goals and provide custom mortgage planning strategies. Our goal is to help clients make confident and well-educated home buying decisions. We offer ongoing support through our “Customer for Life” program, monitoring loan programs and providing quarterly and annual touch-points. Our team is also dedicated to giving back to the community through Mervin Missions, supporting local charities. NJ Lenders Corp. is licensed in multiple states and is an Equal Housing Lender. Visit our License Page for more information.
John McDermott, CFP - Raymond James
John McDermott, CFP - Raymond James is a reputable financial institution located at 5 Caufield Place in Newtown, Pennsylvania. As a Certified Financial Planner, John McDermott provides expert financial advice and services to help clients achieve their financial goals. With the backing of Raymond James, a leading financial services firm, clients can trust in the expertise and resources available to them. Whether you are planning for retirement, investing for the future, or navigating complex financial decisions, John McDermott, CFP - Raymond James is committed to providing personalized and comprehensive financial solutions. Contact them today to schedule a consultation and take the first step towards financial security and success.
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