Financial planning service in Newtown, Pennsylvania

Welcome to HomeLend Financial, Inc., your trusted partner in financial solutions, conveniently located at 41 University Drive, Newtown, Pennsylvania. As a leading finance company, we are dedicated to helping individuals and families achieve their financial goals with ease and confidence. Our team of experienced professionals offers personalized services tailored to meet your unique needs, whether you're looking to secure a home loan, refinance an existing mortgage, or explore other financial opportunities. At HomeLend Financial, Inc., we pride ourselves on our commitment to transparency, integrity, and exceptional customer service. Visit us today and discover how we can assist you in navigating the complexities of the financial world, ensuring you make informed decisions for a prosperous future.

Welcome to The First National Bank & Trust Company of Newtown - Levittown Branch Located at 1279 East Lincoln Highway in the Langhorne Square Shopping Center, The First National Bank & Trust Company of Newtown's Levittown branch is your go-to destination for comprehensive personal and business banking services. Proudly serving the communities of Levittown, Fairless Hills, Langhorne, Bensalem, and Bristol, PA, we are conveniently positioned in a bustling commercial area adjacent to a residential district, making us an ideal stop for all your banking needs whether you're commuting to work or running errands.

Welcome to Innova Settlement Services, your trusted insurance agency located in the heart of Newtown, Pennsylvania. Situated at 12 Terry Drive, our dedicated team is committed to providing personalized insurance solutions to meet your unique needs. With a focus on excellence and customer satisfaction, we offer a comprehensive range of services designed to protect your assets and secure your future. At Innova Settlement Services, we understand that navigating the world of insurance can be complex. That's why our experienced professionals are here to guide you every step of the way, ensuring you make informed decisions with confidence. Whether you're looking for home, auto, life, or business insurance, we tailor our offerings to suit your specific requirements.

Welcome to The First National Bank & Trust Company of Newtown, proudly serving the community from our Fairless Hills branch located at 500 South Oxford Valley Road, in the Deon Square Shopping Center. Established in 1989 and beautifully renovated in 2016, our branch offers a welcoming atmosphere with convenient drive-up banking services, an ATM, and ample parking. We are fully handicap accessible and open on Saturday mornings to better serve you. As Bucks County’s oldest independent community bank, founded over a century ago, we have built a legacy of trust and loyalty among our customers. Our Fairless Hills branch caters to individuals and businesses in Fairless Hills, Levittown, Bristol, and Morrisville, PA, providing a wide range of personal and business banking solutions tailored to meet your unique needs.

Veritable is a leading finance institution located at 6022 West Chester Pike in Newtown Square, Pennsylvania. With a strong reputation for providing expert financial services, Veritable offers a wide range of investment solutions tailored to meet the unique needs of each client. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through strategic planning and personalized guidance. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Veritable is committed to delivering top-notch financial advice and support. Visit their office in Newtown Square to learn more about how Veritable can help you secure a solid financial future.

Brett Wallace - Morgan Stanley is a finance institution located at 3803 West Chester Pike in Newtown Square, Pennsylvania, United States. With a team of experienced financial advisors, they provide a wide range of investment and wealth management services to help clients achieve their financial goals. Whether you are looking to plan for retirement, grow your investments, or protect your assets, Brett Wallace - Morgan Stanley is dedicated to providing personalized solutions to meet your unique needs. Contact them today to schedule a consultation and start building a secure financial future.

The O'Rourke Finegan Group at Morgan Stanley is a reputable finance institution located at 3803 West Chester Pike in Newtown Square, Pennsylvania, United States. With a team of experienced financial advisors, they offer a wide range of services including wealth management, investment advice, retirement planning, and more. Clients can expect personalized solutions tailored to their individual financial goals and needs. Trust in The O'Rourke Finegan Group for expert financial guidance and support.

The Northstar Group - Morgan Stanley is a finance institution located at 3803 West Chester Pike in Newtown Square, Pennsylvania, United States. As part of the prestigious Morgan Stanley brand, The Northstar Group offers a wide range of financial services including wealth management, investment advisory, and retirement planning. With a team of experienced professionals, they are dedicated to helping clients achieve their financial goals and secure their financial future. Visit their office today to explore personalized financial solutions tailored to your needs.

The Tax Advisors, LLC is a leading accounting and finance institution located at 18 Campus Boulevard in Newtown Square, Pennsylvania, United States. Our team of expert advisors specializes in providing comprehensive tax planning and financial services to individuals and businesses. With years of experience and a commitment to excellence, we strive to help our clients navigate the complexities of the tax and financial landscape with confidence and ease. Contact us today to learn more about how we can help you achieve your financial goals.

Stephen J. Venuti, CPA, MST, LLC is a reputable accounting and finance institution located at 6 Saint Albans Avenue in Newtown Square, Pennsylvania, United States. With a team of highly qualified professionals, they provide a wide range of accounting and financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or business consulting, Stephen J. Venuti, CPA, MST, LLC is dedicated to helping you achieve your financial goals. Their personalized approach and attention to detail set them apart from other firms, making them a trusted partner for all your accounting and finance needs.

William D. Nicholas, CPA is a reputable accounting and finance institution located at 609 Golf Club Road in Newtown Square, Pennsylvania, United States. With years of experience and expertise in the field, William D. Nicholas, CPA offers a wide range of services including tax preparation, financial planning, and business consulting. Clients can trust in the professionalism and dedication of the team at William D. Nicholas, CPA to provide accurate and reliable financial guidance for individuals and businesses alike.

CORE Insurance Group is a leading insurance agency located at 16 Campus Boulevard in Newtown Square, Pennsylvania. We specialize in providing a wide range of insurance products and services to meet the unique needs of our clients. Our experienced team of professionals is dedicated to providing personalized and comprehensive insurance solutions to protect what matters most to you. Whether you are looking for auto, home, life, or business insurance, we are committed to helping you find the right coverage at the best possible price. Contact us today to learn more about how CORE Insurance Group can help you protect your assets and achieve peace of mind.

Stephen DiOrio - State Farm Insurance Agent, located at 4829 West Chester Pike in Newtown Square, Pennsylvania, is a trusted health and insurance agency with over 44 years of experience. As a second generation State Farm Agent, Stephen DiOrio takes pride in protecting the community and providing top-notch insurance services. His team of experienced professionals can help customers find the right policies for auto insurance, homeowners insurance, renters insurance, life insurance, and more. Stephen DiOrio and his team are actively involved in the local community, supporting organizations such as St. Patrick's Parish, Chester Valley Little League, and the YMCA. With a focus on customer service and building relationships, the team at Stephen DiOrio - State Farm Insurance Agent is dedicated to helping customers prepare for the unexpected in life.

Derek Jones - State Farm Insurance Agent is a reputable insurance agency located at 1 South Morton Avenue, Morton, Pennsylvania, United States. Led by Derek Jones, the team is dedicated to helping individuals and families manage the risks of everyday life by offering a range of insurance services including Car, Home, Business, and Life insurance. Serving Pennsylvania, Delaware, and New Jersey, the agency is committed to providing fast customer service and expert insurance knowledge. The team at Derek Jones - State Farm Insurance Agent prioritizes customer needs and operates with integrity, ensuring that each client receives personalized attention and the right coverage options. Whether you need assistance with auto, home, life, health, or business insurance, the knowledgeable staff is here to help with a free risk management consultation. From Morton to Ridley, Springfield, Newtown Sq., Media, Kennett Sq., and beyond, the agency is proud to serve the Delco area and surrounding communities.

Crumdale Partners is a leading insurance agency located at 3803 West Chester Pike, Newtown Square, Pennsylvania, United States. Recognized as one of the Inc. 5000 Fastest Growing Companies and Best Workplaces, we specialize in manufacturing, underwriting, and administering agile, transparent, and cost-saving solutions for employers and employees. At Crumdale Partners, we leverage industry expertise, superior talent, data analytics, and a disruptive mindset to optimize the fragmented health benefits supply chain, ultimately reducing health benefit costs and improving outcomes. Our integrated and unbundled solutions cater to a bespoke set of brokers seeking flexibility in self-funded and level-funded health plans, pharmacy benefits, stop loss, actuarial, and compliance needs.

Stuckert & Yates is a prominent finance and law institution located at 2 North State Street in Newtown, Pennsylvania, United States. With a team of experienced professionals, Stuckert & Yates provides expert financial and legal services to clients in need of guidance and support. Whether you are seeking assistance with investments, estate planning, or legal representation, Stuckert & Yates is dedicated to providing personalized solutions to meet your individual needs. Trustworthy, reliable, and committed to excellence, Stuckert & Yates is your go-to institution for all your financial and legal needs.

Located at 3415 West Chester Pike in Newtown Square, Pennsylvania, the Nationwide Insurance: Roger W Boatwright Agency provides a wide range of insurance services. Specializing in Auto, Commercial, Farm, Financial, Home, Powersports, and Human Services insurance, this agency is dedicated to offering reliable coverage for all your needs. Whether you're looking for auto insurance, home insurance, or commercial insurance, the Roger W Boatwright Agency has you covered. They offer comprehensive auto insurance coverage, including liability, comprehensive, and medical payments protection. Their experienced agents can help you navigate the complexities of insurance terms and find the best policy for your specific needs. Additionally, they provide life insurance plans designed to give you and your loved ones peace of mind.

Goosehead Insurance - Jim Bowdler is an insurance agency located at 18 Campus Boulevard in Newtown Square, Pennsylvania, United States. With a focus on providing personalized insurance solutions, Jim Bowdler and his team are dedicated to helping clients find the right coverage for their needs. Whether you're looking for home, auto, life, or business insurance, Goosehead Insurance - Jim Bowdler is committed to delivering exceptional service and tailored policies to protect what matters most to you. Contact them today to discuss your insurance needs and receive a customized quote.

Interactive Promotions Group is an innovative insurance agency located at 3553 West Chester Pike in Newtown Square, Pennsylvania. With a focus on engaging and interactive promotions, this institution offers a unique approach to insurance services. Their team of experts is dedicated to providing personalized solutions for their clients' insurance needs. Whether you are looking for home, auto, or business insurance, Interactive Promotions Group is committed to delivering top-notch service and tailored coverage options. Visit them today to experience their interactive approach to insurance.

GMG Insurance Agency is a health and insurance agency located in Langhorne, Pennsylvania, United States. Our team of experts is dedicated to providing personalized insurance solutions for your unique assets. As your personal or corporate assets grow, insurance can become complex and stressful, leading to gaps in coverage. Our risk advisors are here to deliver expert guidance and ensure that your insurance program evolves with your changing needs. Partnered with premium carriers, we offer exceptional value in risk management solutions tailored to you. Our goal is to manage your insurance program so you can focus on what matters most to you. Don't just take our word for it - read testimonials from our satisfied clients who have experienced our uncompromised coverage.

America Insurance Agency is located at 16 South State Street in Newtown, Pennsylvania, and serves clients in Philadelphia, Pittsburgh, Bucks County, Montgomery County, and Lancaster County. As one of the largest independent insurance agencies in the area, we specialize in creating innovative solutions to help clients manage even the toughest risk management challenges. Our team of experts understands the importance of your financial security and quality of life, which is why we provide personalized attention and expert advice to help you make smart decisions when it comes to insurance. As a Trusted Choice Independent Agent, we are dedicated to finding the best insurance options for our clients.

Baldasari Insurance Agency, located at 4 Terry Drive in Newtown, Pennsylvania, is a trusted insurance agency serving Newtown, Bucks County, and all of Pennsylvania, New Jersey, and New York. Founded in 2002 by John Baldasari, who has over 37 years of experience in the industry, our agency is known for its superior customer service and ability to fully protect our clients. As a proud member of the Newtown business community, we strive to provide peace of mind to our clients when it matters most. Our experts can customize a solution that is right for you, earning us high recommendations from satisfied clients who have found everything they were looking for in an agent and agency. Trust Baldasari Insurance Agency to provide the insurance coverage you need for your peace of mind.

Comparion Insurance Agency is a leading insurance agency located at 104 Pheasant Run in Newtown, Pennsylvania, United States. We specialize in providing personalized insurance solutions to meet the unique needs of our clients. Our team of experienced agents is dedicated to helping individuals and businesses find the right coverage at the best possible rates. Whether you are looking for auto, home, life, or business insurance, we are here to help you navigate the complex world of insurance and find the perfect policy for you. Contact us today to learn more about how we can protect what matters most to you.

Tyrol Insurance is a reputable insurance agency located at 223 North Sycamore Street in Newtown, Pennsylvania. We offer a wide range of insurance products and services to meet the needs of individuals and businesses alike. Our experienced agents are dedicated to providing personalized solutions and exceptional customer service. Whether you are looking for auto, home, life, or business insurance, Tyrol Insurance has you covered. Contact us today to discuss your insurance needs and let us help you protect what matters most.

Valor Insurance - Michael Lelli is a trusted insurance agency located at 532 Durham Road in Newtown, Pennsylvania, United States. With a focus on providing personalized and comprehensive insurance solutions, the team at Valor Insurance is dedicated to helping clients protect what matters most to them. Whether you are in need of home, auto, life, or business insurance, Michael Lelli and his team are committed to finding the best coverage options for your specific needs. With a reputation for excellent customer service and a strong commitment to client satisfaction, Valor Insurance - Michael Lelli is the go-to agency for all your insurance needs in the Newtown area.

Stephen Broadwell at Comparion Insurance Agency is a trusted insurance agency located at 104 Pheasant Run in Newtown, Pennsylvania, United States. With a strong focus on providing personalized and comprehensive insurance solutions, Stephen Broadwell and his team are dedicated to helping clients protect what matters most. Whether you are looking for auto, home, life, or business insurance, they have the expertise to find the right coverage at the best possible rates. Contact Stephen Broadwell at Comparion Insurance Agency today to discuss your insurance needs and receive top-notch service and support.

Karen Junod - State Farm Insurance Agent is a trusted insurance agency located at 6456 Lower York Road in New Hope, Pennsylvania. Established in February 1990, Karen Junod opened the agency after being introduced to the opportunity by a relative. With a background in Marketing and a degree from Villanova University, Karen has been serving the New Hope/Solebury area for over three decades. The agency aims to be the "Good Neighbor" that State Farm is known for, providing a welcoming and caring environment for all clients. Specializing in car insurance, home insurance, business, and life insurance, Karen Junod's team is dedicated to protecting individuals and families in Pennsylvania and New Jersey. Whether you are in Doylestown, Buckingham, Newtown, Yardley, Langhorne, Lambertville, Flemington, or the Princeton area, the agency is committed to providing personalized insurance plans to meet your needs. With a focus on professionalism and outstanding customer service, the team at Karen Junod State Farm Insurance Agency is ready to assist you in finding the right coverage.

Scott Morris - State Farm Insurance Agent is a locally owned insurance agency located in Newtown, Pennsylvania. Our dedicated team is committed to providing insurance options for both businesses and families in the community. We offer a wide range of insurance services including auto, home, life, renters, business, and more. Our agency focuses on personalized service, ensuring that each client receives the coverage that best fits their individual needs. With a strong local presence in Morrisville, Yardley, Doylestown, and other areas in Bucks County, we are here to serve you with convenience and flexibility. Contact us today for a comprehensive insurance quote and experience the difference of working with a State Farm agency.

Frank Lucci at Comparion Insurance Agency is a trusted insurance agency located at 104 Pheasant Run in Newtown, Pennsylvania. With a commitment to providing excellent customer service and personalized insurance solutions, Frank Lucci and his team strive to help clients find the best coverage for their needs. Whether you are looking for auto, home, life, or business insurance, you can count on Frank Lucci at Comparion Insurance Agency to guide you through the process and ensure you have the protection you need. Contact them today to learn more about their services and how they can help you.

Raj Marfatia at Comparion Insurance Agency is a trusted insurance agency located at 104 Pheasant Run, Newtown, Pennsylvania. With a commitment to providing top-notch insurance solutions, Raj Marfatia offers a wide range of insurance products tailored to meet the unique needs of each client. Whether you are looking for auto, home, life, or business insurance, Raj Marfatia and his team are dedicated to helping you find the right coverage at the best rates. With a focus on customer service and personalized attention, Raj Marfatia at Comparion Insurance Agency is your go-to destination for all your insurance needs in Newtown, Pennsylvania.