TOP 30 Individual financial planning services in Newtown, Pennsylvania

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Welcome to GlennCo, LLC, your trusted partner in financial solutions located in the heart of Newtown, Pennsylvania. Situated at 54 Friends Lane, we proudly serve the local community and beyond with personalized financial services tailored to meet your unique needs. At GlennCo, LLC, we specialize in a wide range of financial solutions, including investment management, retirement planning, tax strategies, and wealth preservation. Our team of experienced professionals is dedicated to providing expert guidance and innovative strategies to help you achieve your financial goals. Whether you're an individual seeking to secure your financial future or a business looking for comprehensive financial management, GlennCo, LLC is here to support you every step of the way. Visit us today to discover how we can assist you in navigating the complex world of finance with confidence and peace of mind.

Welcome to Kari Lazaro - Aflac Insurance Agent, your trusted local partner in Newtown, Pennsylvania, for all your insurance needs. Conveniently located at 73 Cypress Place, we specialize in providing personalized insurance solutions that offer peace of mind and financial security for you and your loved ones. As an experienced Aflac Insurance Agent, Kari Lazaro is dedicated to helping individuals, families, and businesses navigate the complexities of insurance with ease and confidence. We offer a range of supplemental insurance policies, including accident, cancer, critical illness, hospital, and short-term disability insurance, designed to provide you with financial protection when you need it most.

Welcome to Evan Potash - TIAA Executive Wealth Management Advisor, your trusted partner in comprehensive financial planning and wealth management. Conveniently located at 41 University Drive, Newtown, Pennsylvania, we are dedicated to providing personalized financial solutions tailored to meet the unique needs of each client. As a leading expert in the finance sector, Evan Potash specializes in helping individuals and families achieve their financial goals through strategic planning and insightful advice. Whether you're looking to plan for retirement, manage investments, or secure your financial future, our team is committed to delivering exceptional service and expert guidance every step of the way.

Welcome to Dean-Geitner-Givnish Funeral Home, a trusted and compassionate provider of funeral services located at 7900 Oxford Avenue, Philadelphia, Pennsylvania. We are dedicated to supporting families through the difficult times of loss with dignity, respect, and personalized care. Our team of experienced professionals is committed to guiding you through the process of honoring your loved one’s life in a meaningful way. In addition to our Philadelphia location, we proudly serve communities across Pennsylvania and New Jersey with our extended network of locations, including Levittown, Norristown, Abington, Warminster, Langhorne, and more. Each of our facilities is designed to provide a comforting environment where families can gather to celebrate the lives of those they have lost.

Welcome to John F. Givnish Funeral Home, a compassionate and dedicated funeral service provider located at 10975 Academy Road, Philadelphia, Pennsylvania 19154. With a commitment to serving families with dignity and respect, our funeral home offers a wide range of services tailored to honor the lives of your loved ones. At John F. Givnish Funeral Home, we understand the importance of creating a meaningful and personalized memorial experience. Our professional and caring staff are here to assist you through every step of the planning process, ensuring that each service reflects the unique life and legacy of the individual being remembered.

Welcome to Dasha Wind, your premier destination for comprehensive financial, contracting, and real estate services in Newtown, Pennsylvania. Conveniently located at 12 Penns Trail, we pride ourselves on being a trusted partner for individuals and businesses seeking expert guidance and reliable solutions. At Dasha Wind, we offer a unique blend of services tailored to meet your diverse needs. Our finance division provides strategic financial planning and management to help you achieve your economic goals. As a general contractor, we bring your construction and renovation visions to life with precision and quality craftsmanship. Our real estate agency is dedicated to helping you navigate the property market, whether you're buying, selling, or renting.

Welcome to Conner & Associates, PC, your trusted partner in accounting and finance located in the heart of Newtown, Pennsylvania. Situated at 110 South State Street, we are a dedicated team of professionals committed to providing exceptional financial services to individuals and businesses alike. With years of experience and a keen understanding of the ever-evolving financial landscape, we offer a comprehensive range of services tailored to meet your unique needs. At Conner & Associates, PC, we pride ourselves on our personalized approach, ensuring that each client receives the attention and expertise they deserve. Whether you need assistance with tax planning, bookkeeping, financial consulting, or business advisory services, our skilled team is here to guide you every step of the way. Our mission is to help you achieve financial success and peace of mind by delivering accurate, timely, and insightful solutions.