Legal accounting services in Newtown, Pennsylvania
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Napoli Tax Services LLC
● ClosedNapoli Tax Services LLC is a professional institution located at 41 University Drive in Newtown, Pennsylvania. Specializing in accounting, finance, and legal services, our experienced team is dedicated to providing top-notch assistance to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or legal advice, Napoli Tax Services LLC is here to help you navigate the complexities of the financial world with expertise and care. Contact us today to schedule a consultation and see how we can assist you in achieving your financial goals.
41 University Dr #400, Newtown, PA 18940, United States -
Rothman and Associates LLC
● ClosedRothman and Associates LLC is a reputable accounting and finance institution located at 4643 West Chester Pike in Newtown Square, Pennsylvania, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and business consulting. Their commitment to excellence and personalized approach sets them apart in the industry, making them a trusted partner for individuals and businesses seeking expert financial guidance.
Business Center, 4643 West Chester Pike, Newtown Square, PA 19073, United States -
Lincoln Investment Planning
● ClosedLincoln 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.
301 S State St STE 6, Newtown, PA 18940, United States -
Les Eisel - Thrivent
● ClosedLes Eisel - Thrivent is a finance institution located at 18 Campus Boulevard in Newtown Square, Pennsylvania, United States. Serving the Greater Philadelphia community, this institution is dedicated to changing the face of financial services in the area. As a Market Director, Les Eisel coaches and develops new financial professionals, helping them succeed in their practice and make a positive impact on their clients and communities. Licensing is available in multiple states, including CO, DE, FL, MD, ME, NC, NH, NJ, NY, OK, PA, SC, TN, and VA. Thrivent does not provide legal, accounting, or tax advice, but offers advice and guidance through its Financial Planning Framework. Insurance products are issued by Thrivent, while securities and investment advisory services are offered through Thrivent Investment Management Inc. Visit the website for more information on professional designations and services provided.
18 Campus Blvd, Newtown Square, PA 19073, United States -
Matthew Buckery - Thrivent
● ClosedMatthew Buckery - Thrivent is a finance institution located at 18 Campus Boulevard in Newtown Square, Pennsylvania, United States. At our institution, we believe that you are not just a number, but a child of God with great potential. As a financial advisor, our goal is to provide guidance and support as you navigate life's financial challenges. We offer advice and guidance through our Financial Planning Framework, and clients can further engage with our Dedicated Planning Services for written recommendations. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products, securities, and investment advisory services. Our financial professionals do not provide legal, accounting, or tax advice, but can offer support and clarity in your financial journey. Visit our website for more information on our services and financial advisors.
18 Campus Blvd Suite 100, Newtown Square, PA 19073, United States -
Callaghan & Associates
● OpenCallaghan & Associates is a reputable accounting and finance institution located at 4 Terry Drive in Newtown, Pennsylvania, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. From tax preparation to financial planning, Callaghan & Associates is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart from other firms in the industry. Whether you need assistance with bookkeeping, payroll, or investment management, you can trust Callaghan & Associates to deliver top-notch solutions tailored to your specific needs.
4 Terry Dr # 7A, Newtown, PA 18940, United States -
Truist - ATM
● OpenWelcome to Truist - ATM located at 950 Newtown Yardley Road, Newtown, Pennsylvania 18940. As part of Truist Financial Corporation, we offer a wide range of financial services to meet your needs. Whether you're looking to see if you're pre-qualified for a Truist credit card or exploring the right loan options, we are here to assist you. Our services include banking products and services, loans, and deposit accounts provided by Truist Bank, a Member FDIC. For those interested in trust and investment management, Truist Bank and Truist Delaware Trust Company are at your service. Our securities, brokerage accounts, and insurance solutions, including annuities, are offered through Truist Investment Services, Inc., an SEC registered broker-dealer and member of FINRA and SIPC. We also provide investment advisory services through Truist Advisory Services, Inc. and GFO Advisory Services, LLC.
950 Newtown Yardley Road, Newtown, Pennsylvania 18940, United States -
Truist
● ClosedWelcome to Truist, your trusted financial partner located at 950 Newtown Bypass, Newtown, Pennsylvania 18940. As a leading bank and finance institution, Truist offers a comprehensive range of financial services tailored to meet your needs. Whether you're looking to see if you're pre-qualified for a Truist credit card or seeking the right loan, Truist is here to help. Our banking products and services, including loans and deposit accounts, are provided by Truist Bank, a proud Member of the FDIC. We also offer trust and investment management services through Truist Bank and Truist Delaware Trust Company. For those interested in securities, brokerage accounts, or insurance, Truist Investment Services, Inc. offers these services as a SEC registered broker-dealer and licensed insurance agency. Additionally, investment advisory services are available through Truist Advisory Services, Inc. and GFO Advisory Services, LLC, both SEC registered investment advisers.
950 Newtown Bypass, Newtown, Pennsylvania 18940, United States
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