The 30 Best Investments and wealth in Newtown, Pennsylvania

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.

Exencial Wealth Advisors, located at 41 University Drive in Newtown, Pennsylvania, is a finance institution that provides customized financial advice and execution to clients across the United States. Their core philosophy is "Integrated beats fragmented," emphasizing the coordination of investment management with other areas of a client's financial picture such as planning, taxes, estate, and risk to improve outcomes. The institution's E3 process involves evaluating, executing, and evolving clients' financial plans as their needs change over time. With a team of experienced CPAs and CFPs, Exencial Wealth Advisors offers services such as customized portfolios, tax planning, retirement planning, and estate planning. Their goal is to help clients achieve their family, occupational, and recreational goals. Employee Spotlight: Cassandra Colon, Client Service Manager. Exencial Wealth Advisors has multiple locations across the United States, including Dallas, Plano, Austin, San Antonio, Newtown, Old Lyme, Stamford, Charlotte, Tampa, Cincinnati, Westlake Village, and Guilford. They are a SEC Registered Investment Advisory Firm.

Uehling Wealth Management - UBS Financial Services Inc. is a finance and insurance agency located at 411 South State Street in Newtown, Pennsylvania, United States. With a focus on providing comprehensive wealth management services, Uehling Wealth Management offers personalized financial planning, investment strategies, and insurance solutions to help clients achieve their financial goals. Backed by the global resources of UBS Financial Services Inc., the institution is dedicated to delivering high-quality, tailored financial services to individuals, families, and businesses.

Beyond Investments WM Group - UBS Financial Services Inc. is a leading finance institution located at 411 South State Street in Newtown, Pennsylvania, United States. With a strong reputation for providing top-notch wealth management services, the institution offers a wide range of investment solutions tailored to meet the unique financial goals of its clients. The team of experienced professionals at Beyond Investments WM Group - UBS Financial Services Inc. is dedicated to helping individuals and businesses navigate the complex world of finance, offering expert advice and personalized strategies to help clients achieve long-term success. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Beyond Investments WM Group - UBS Financial Services Inc. is committed to delivering exceptional service and results.

Cordatus Wealth Management LLC is a finance institution located at 10 North State Street in Newtown, Pennsylvania, United States. Our team of experienced financial professionals is dedicated to helping individuals and families achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we are here to provide expert guidance and support every step of the way. Trust Cordatus Wealth Management LLC to help you secure your financial future.

Innova Wealth Partners is a premier financial institution located at 12 Terry Drive in Newtown, Pennsylvania, United States. Specializing in wealth management and financial planning, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored solutions, we strive to provide our clients with the guidance and support they need to navigate the complexities of the financial world. Contact us today to learn more about how we can help you build and protect your wealth.

Orihel Wealth Management is a leading financial institution located at 10 North State Street in Newtown, Pennsylvania, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on integrity and excellence, we provide a wide range of financial services including investment management, retirement planning, estate planning, and more. Trust Orihel Wealth Management to guide you towards a secure financial future.

Lincoln Investment Planning, located at 301 South State Street in Newtown, Pennsylvania, is a finance institution that empowers advisors to offer quality investment, insurance, and retirement products to help clients achieve their long-term financial goals. We are proud to announce our partnership with BNY Mellon’s Pershing, providing a single custodial platform and access to the Pershing X’s Wove wealth management platform for our financial professionals. With over 55 years of experience in 403(b) plans, educators and non-profit employees can benefit from tax-sheltered accounts for their retirement savings strategy. Our advisors create tailored strategies to meet individual needs and financial goals, while offering flexibility and freedom in conducting business. Join the thousands of employers who trust Lincoln Investment with their financial planning needs. Securities offered through Lincoln Investment Broker-Dealer, Member FINRA/SIPC. Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Tax, legal, or Social Security claiming advice is not offered through, nor supervised by Lincoln Investment or Capital Analysts.

Concentus Wealth Advisors, located at 3803 West Chester Pike in Newtown Square, Pennsylvania, is a finance institution that is ethically committed to the wise stewardship of your wealth. With a focus on building a partnership with each client, they provide personalized financial planning and investment management services. Clients praise the team for their dedication, trustworthiness, and the peace of mind they provide. As a family organization, Concentus Wealth Advisors offers a unique approach to helping clients achieve their financial goals and live a life of freedom. With a focus on building long-term relationships, they serve as a trusted advisor and partner in stewarding your family's wealth for the future. Contact them at 610-994-9190 or info@concentus.com to learn more about their services and how they can help you achieve financial success.

Hamilton Bates Investment is a finance institution located at 4 Saint Albans Avenue in Newtown Square, Pennsylvania, United States. We specialize in portfolio management strategies that aim to capture gains during market rallies and minimize risk during market declines. Our goal is to capture at least 75% of market gains while avoiding 50% of market declines, providing our clients with a steady and reliable investment approach. In today's ever-changing financial markets, professional management of assets is crucial for investors to achieve their long-term goals. At Hamilton Bates, we are dedicated to developing and managing portfolios that meet the specific needs of our clients with competence and confidence. Our independent economic, technical, and risk management strategies set us apart from other investment firms, ensuring that our clients receive the highest level of investment advice regardless of their financial situation.

Anne Holderried is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 1717 Langhorne Newtown Road in Langhorne, Pennsylvania, United States. Anne Holderried holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate her expertise in asset management, estate planning, retirement planning, investment strategies, and insurance products. With a commitment to ethical practices, Anne Holderried provides personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you are looking for assistance with wealth transfers, retirement planning, or investment opportunities, Anne Holderried has the knowledge and experience to help you achieve your financial goals. Contact her today for expert financial guidance tailored to your specific needs.

Ted Swan - TD Wealth Relationship Manager is a finance institution located at 1 West Road in Newtown, Pennsylvania, United States. As a relationship manager at TD Wealth, Ted Swan is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on building strong relationships and providing expert financial guidance, Ted Swan is committed to helping clients navigate the complexities of the financial world and make informed decisions about their investments. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Ted Swan is here to help you every step of the way.

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.

CBI Group - Consultants Beyond Investments - UBS Financial Services Inc. is a leading financial institution located at 411 South State Street, Newtown, Pennsylvania, United States. As a part of the UBS Financial Services Inc. network, CBI Group provides expert financial consulting services beyond just investments. With a team of experienced professionals, they offer comprehensive financial planning, wealth management, and investment strategies tailored to each client's unique needs and goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, CBI Group is dedicated to helping you achieve financial success.

CURO Wealth Management is a leading finance institution located in Langhorne, Pennsylvania, United States. Our team of experienced financial advisors are dedicated to helping our clients achieve their financial goals and secure their future. We offer a wide range of services including investment management, retirement planning, and estate planning. At CURO Wealth Management, we pride ourselves on providing personalized solutions tailored to each client's unique needs and objectives. Trust us to provide you with expert financial guidance and support as you navigate the complexities of wealth management.

Newtown Investment Services is a leading financial institution located at 12 Knoll Drive in Morrisville, Pennsylvania, United States. We specialize in providing expert financial advice and investment services to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to helping you navigate the complexities of the financial market and make informed decisions about your investments. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Newtown Investment Services is here to help you every step of the way. Contact us today to schedule a consultation and start building a secure financial future.

Vericrest Private Wealth is a prestigious financial institution located at 41 University Drive in Newtown, Pennsylvania, United States. Specializing in wealth management and investment services, Vericrest Private Wealth prides itself on delivering personalized financial solutions tailored to each client's unique needs and goals. With a team of experienced financial advisors and a commitment to excellence, Vericrest Private Wealth is dedicated to helping clients achieve their financial objectives and secure their financial future. Visit us today to learn more about how we can help you reach your financial goals.

Robert Lee - TIAA Wealth Management Advisor is a leading financial institution located at 41 University Drive in Newtown, Pennsylvania, United States. As a trusted advisor in wealth management, Robert Lee provides personalized financial solutions to help individuals and families achieve their financial goals. With a focus on long-term financial planning and investment strategies, Robert Lee offers expert guidance and support to clients looking to build and preserve their wealth. Whether you are planning for retirement, saving for education, or investing for the future, Robert Lee - TIAA Wealth Management Advisor is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Gage Wealth Management Group is a leading financial institution located at 411 South State Street in Newtown, Pennsylvania, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive wealth management services. With a focus on building long-term relationships based on trust and integrity, we provide tailored solutions to meet each client's unique needs. Whether you are planning for retirement, saving for education, or growing your wealth, Gage Wealth Management Group is committed to guiding you towards financial success. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Strategic Capital Investments LLC is a renowned finance institution located at 41 University Drive in Newtown, Pennsylvania, United States. With a strong focus on strategic investment opportunities, our team of experts is dedicated to maximizing returns for our clients. Whether you are looking to grow your portfolio, secure your financial future, or expand your business, Strategic Capital Investments LLC is committed to providing innovative and tailored solutions to meet your specific needs. Contact us today to learn more about how we can help you achieve your financial goals.

Welcome to The First National Bank & Trust Company of Newtown, proudly serving the financial needs of individuals and businesses in Wrightstown, Furlong, Penns Park, Newtown, and New Hope, PA. Conveniently located at 2607 Windy Bush Road, near Route 413, our Wrightstown branch has been a cornerstone of the community since it opened in 1965. As Bucks County’s oldest independent community bank, we have built a legacy of trust and customer loyalty over the past century. Our branch offers a full range of personal and business banking services, including checking and savings accounts, as well as flexible loan solutions tailored to your specific needs. With a dedicated Branch Manager and loan officer, Michele Price, on-site, we are equipped to provide personalized assistance and discuss your financing options.

Welcome to Producers Wealth, your trusted partner in financial empowerment, located at 2110 South Eagle Road, Newtown, Pennsylvania. At Producers Wealth, we specialize in helping individuals and businesses take control of their financial destiny by creating their own banking systems through innovative alternative cashflow strategies. Our unique approach allows you to create, protect, deploy, and multiply your capital through strategic contracts that act as your personal financial warehouse. Whether you're looking to safeguard your assets or grow your wealth, our expert team is here to guide you every step of the way. Discover the power of financial independence with Producers Wealth and start building a secure future today.

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 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 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.

Welcome to Newtown Grant Real Estate - JOHN DWYER REALTOR®, your trusted partner in navigating the dynamic real estate market of Newtown, Pennsylvania. Conveniently located at 693 South State Street, our agency is dedicated to providing exceptional service to those looking to buy, sell, or invest in properties within this charming community and its surrounding areas. With a deep understanding of the local market and a commitment to personalized service, John Dwyer and his team are here to guide you through every step of the real estate process. Whether you are a first-time homebuyer, a seasoned investor, or looking to sell your property, we offer expert advice, innovative marketing strategies, and a wealth of knowledge to help you achieve your real estate goals.

Welcome to John Dwyer - Realtor, your premier real estate agency in Newtown, Pennsylvania. Located at 796 Newtown Yardley Road, we proudly serve the Bucks County area under the esteemed Berkshire Hathaway Fox & Roach Realtors banner. With a dedicated focus on helping you achieve all your real estate goals, John Dwyer brings a wealth of experience and a personalized approach to every transaction. Our clients consistently praise our ability to make the real estate process simple and stress-free. Whether you're buying, selling, or investing, John Dwyer is committed to providing you with expert guidance and exceptional service tailored to 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.

Ray Wilson, Financial Advisor is a trusted institution located at 16 Campus Boulevard in Newtown Square, Pennsylvania, United States. As a finance institution, Ray Wilson provides expert financial advice and guidance to help clients achieve their financial goals. With a focus on personalized service and tailored solutions, Ray Wilson is committed to helping individuals and businesses make informed decisions about their finances. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Ray Wilson, Financial Advisor is dedicated to helping you navigate the complexities of the financial world.

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.