Financial wellness programs in Newtown, Pennsylvania

Welcome to Stone Loren Financial, your trusted financial partner located at 4 Terry Drive, Newtown, Pennsylvania. At Stone Loren Financial, we are dedicated to helping individuals, families, and businesses achieve their financial goals with confidence and clarity. Our team of experienced financial professionals offers personalized services tailored to meet your unique needs, whether you're planning for retirement, managing investments, or seeking comprehensive financial planning. We pride ourselves on building long-lasting relationships with our clients through transparency, integrity, and a commitment to delivering exceptional service. Our approach combines industry expertise with a deep understanding of your financial aspirations to create strategies that align with your values and objectives.

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.

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.

The Episcopal Academy is a prestigious secondary school located at 1785 Bishop White Drive in Newtown Square, Pennsylvania, United States. Known for its rigorous academic curriculum and strong sense of community, the Episcopal Academy provides students with a well-rounded education that prepares them for success in college and beyond. With a focus on character development and leadership skills, the institution prides itself on nurturing the whole student and instilling values of integrity, respect, and service. The Episcopal Academy is dedicated to fostering a supportive and inclusive environment where students can thrive both academically and personally.

Welcome to Firstrust Bank, located at 11 Durham Road, Newtown, Pennsylvania. We are your dedicated partner in finance, committed to providing personalized banking solutions that are as unique as you are. Our diverse range of checking accounts ensures that you find the perfect fit, whether you're a Philadelphia sports enthusiast or simply looking for a solution that aligns with your lifestyle. At Firstrust, we understand that financial goals vary, and that's why we offer tailored savings accounts to help you prepare for life's significant milestones, be it buying your first home, saving for college, or planning for retirement. Our competitive loan options empower you to achieve your aspirations, while our credit cards offer rewards and benefits that suit your preferences.

Nationwide Insurance: Dean D Young Jr is an insurance agency located at 90 South Newtown Street Road in Newtown Square, Pennsylvania, United States. They offer a variety of insurance products including auto, commercial, condo, financial, home, life, powersports, and renters insurance. The agency works with Nationwide to provide excellent service and coverage in Newtown Square. For auto insurance, Nationwide offers comprehensive coverage to protect your vehicle from theft, fire, hail, and other factors. They also provide liability coverage to protect you in case of damage to another vehicle or someone else's injuries in a car accident. Additional offerings include Medical Payments or Personal Injury Protection coverage, as well as features like Roadside Assistance.

Welcome to Univest Bank and Trust Co., your trusted partner in financial services located at 15 Swamp Road, Newtown, Pennsylvania. At Univest, we are committed to providing personalized banking solutions designed to meet the unique needs of our community. Our comprehensive range of services includes personal and business banking, investment management, and trust services, all delivered with a focus on building lasting relationships with our clients. Whether you're looking to open a new account, secure a loan, or plan for the future, our experienced team is here to guide you every step of the way. Visit us today and discover why Univest Bank and Trust Co. is a cornerstone of financial stability and growth in Newtown, PA.

Welcome to Community Association-Undrwrt, your trusted insurance agency located at 2 Caufield Place, Newtown, Pennsylvania. We specialize in providing comprehensive insurance solutions tailored to meet the unique needs of community associations. Our dedicated team is committed to offering personalized service and expert guidance to ensure that your community is well-protected. Whether you are looking for property, liability, or specialized coverage, we work closely with you to understand your specific requirements and deliver the best insurance options available. At Community Association-Undrwrt, we pride ourselves on our professionalism, reliability, and commitment to our clients. Visit us today and discover how we can help safeguard your community’s future.

Welcome to GE Credit Union, your trusted partner in financial services, conveniently located at 100 Campus Drive, Newtown, Pennsylvania. As a member-focused institution, we are committed to providing exceptional financial products and services tailored to meet your unique needs. Whether you're looking to access our state-of-the-art ATM services for quick and easy transactions or seeking comprehensive financial solutions, GE Credit Union is here to support your journey to financial wellness. Our dedicated team is passionate about helping you achieve your financial goals with personalized service and expert guidance. Visit us today and experience the difference of banking with a community-focused credit union that puts you first.