Managing personal finance in Newtown, Pennsylvania
170 results found
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Diener Money Management, Inc.
Diener Money Management, Inc. is a reputable finance institution located at 120 South State Street in Newtown, Pennsylvania, United States. With a team of experienced financial experts, we specialize in providing personalized wealth management services to help our clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your assets, our dedicated team is here to assist you every step of the way. Trust Diener Money Management, Inc. to help you secure your financial future.
Cordatus Wealth Management LLC
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.
Logan Capital Management Inc
Logan Capital Management Inc is a finance institution located at 3843 West Chester Pike in Newtown Square, Pennsylvania, United States. Specializing in investment management, Logan Capital Management Inc offers a range of financial services to help clients achieve their investment goals. With a team of experienced professionals, the institution provides personalized investment strategies tailored to each client's unique needs and objectives. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Logan Capital Management Inc is dedicated to helping you navigate the complexities of the financial markets and achieve financial success.
Evan Potash - TIAA Executive Wealth Management Advisor
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.
Rose Pollack, BHHS Fox & Roach-Newtown Yardley
Welcome to Rose Pollack, BHHS Fox & Roach-Newtown Yardley, your trusted partner in real estate located in the heart of Yardley, Pennsylvania. Situated at 1010 Stony Hill Road, our office is dedicated to providing exceptional service and expertise to meet all your real estate needs. Whether you are buying, selling, or investing in property, our team of experienced professionals is committed to guiding you through every step of the process with personalized attention and care. At Rose Pollack, BHHS Fox & Roach-Newtown Yardley, we pride ourselves on our deep knowledge of the local market and our ability to deliver results that exceed expectations. Our affiliation with BHHS Fox & Roach, a leading real estate provider, ensures that you have access to the latest resources, tools, and technologies to make informed decisions.
Terrazza At Newtown Square
Terrazza At Newtown Square is a premier real estate agency located in Newtown Square, Pennsylvania. Situated at 300 Cornerstone Drive, this institution offers top-notch services to assist clients in buying, selling, or renting residential properties in the area. With a team of experienced and knowledgeable real estate agents, Terrazza At Newtown Square provides personalized and professional assistance to help clients find their dream home or investment property. Whether you are a first-time homebuyer or a seasoned investor, this institution is committed to delivering exceptional results and exceeding expectations. Experience the difference with Terrazza At Newtown Square and let us help you with all your real estate needs.
The First National Bank & Trust Company of Newtown
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.
The First National Bank & Trust Company of Newtown
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.
Uehling Wealth Management - UBS Financial Services Inc.
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.
TB Goldberg & Associates, LLC -- Certified Public Accounting and Management Consulting
TB Goldberg & Associates, LLC is a Certified Public Accounting and Management Consulting firm located at 13 Delaney Drive in Newtown, Pennsylvania, United States. Specializing in accounting and finance, the firm offers a range of services including independent audit, tax, and accounting services for privately held companies, individuals, and non-profit organizations. With a focus on integrity, independence, and quality of service, TB Goldberg provides sound technical advice to meet the diverse needs of their clients. Additionally, the firm offers management consulting and software implementation services to help businesses optimize their operations. Licensed in both New Jersey and Pennsylvania, TB Goldberg & Associates is dedicated to providing expert financial guidance to help clients achieve their goals.
Attleboro Wealth Management
Attleboro Wealth Management is a finance institution located at 1051 Lindenhurst Road in Yardley, Pennsylvania, United States. Our unique 8-week financial planning process focuses on tax-efficient or tax-free distribution strategies and investment management strategies to help clients manage risk and achieve their financial goals. Our founder, Mark Byelich, is a CERTIFIED FINANCIAL PLANNERTM (CFP®) and an Accredited Investment Fiduciary® (AIF®) committed to acting in the best interests of our clients. We believe in helping clients navigate the challenges of rising tax rates and other retirement risks, and offer personalized financial plans that address their unique goals and needs. Our goal is to help clients save and shift their assets to be tax-efficient and potentially achieve the 0% tax bracket in retirement.
Ted Swan - TD Wealth Relationship Manager
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.
CURO Wealth Management
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.
Robert Lee - TIAA Wealth Management Advisor
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.
Lear & Pannepacker, LLP - Newtown
Lear & Pannepacker, LLP in Newtown is a reputable accounting and finance institution located at 677 South State Street in Newtown, Pennsylvania. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Their commitment to excellence and personalized service sets them apart as a trusted partner for individuals and businesses seeking expert financial guidance. Whether you are looking for assistance with tax compliance or strategic financial planning, Lear & Pannepacker, LLP in Newtown is dedicated to helping you achieve your financial goals.
Long & Foster Newtown, PA - Realty
Long & Foster Newtown, PA - Realty is a trusted real estate agency located at 411 South State Street in Newtown, Pennsylvania. Our experienced agents are dedicated to helping clients buy, sell, and rent properties in the area. We provide personalized service and guidance throughout the entire real estate process. Whether you are looking for your dream home or seeking to invest in property, our team at Long & Foster Newtown, PA - Realty is here to assist you every step of the way. Contact us today to learn more about our services and how we can help you achieve your real estate goals.
Newtown Twp Tax Collector
Welcome to the Newtown Township Tax Collector's Office, your trusted local resource for all tax-related matters in Newtown, Pennsylvania. Conveniently located at 100 Municipal Drive, Newtown, PA 18940, our office is dedicated to serving the financial needs of our community with professionalism and integrity. As a key component of the local government, we specialize in accounting and finance services related to tax collection and management. Our experienced team is committed to providing clear and accurate information, ensuring compliance, and facilitating seamless transactions for residents and businesses within the township.
The First National Bank & Trust Company of Newtown
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.
Bill Mervin Mortgage Team at NJ Lenders Corp.
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.
Mish Realty LLC
Welcome to Mish Realty LLC Located at 123 North Sycamore Street in the heart of Newtown, Pennsylvania, Mish Realty LLC is your trusted partner in navigating the real estate landscape. As a premier real estate agency, we are proud to serve the communities of Bucks County, Montgomery County, and Philadelphia with over 40 years of combined expertise in residential sales.
The Justin Gaul Group
Welcome to The Justin Gaul Group, your trusted real estate agency located at 12 Terry Drive, Newtown, Pennsylvania. Under the expert leadership of Justin Gaul, Operating Principle at Keller Williams, we are committed to helping you build wealth through strategic real estate investments, all while prioritizing your health and well-being. Whether you're buying, selling, or investing, our dedicated team is here to guide you every step of the way. Discover the difference with The Justin Gaul Group, where your financial and personal prosperity are our top priorities. Visit us today and start your journey toward a prosperous future in real estate.
Johanny Manning, BHHS Fox & Roach
Welcome to Johanny Manning, BHHS Fox & Roach, your trusted real estate partner located in the heart of Newtown, Pennsylvania. Situated at 796 Newtown Yardley Road, our office is committed to providing exceptional real estate services to the local community and beyond. With a strong focus on customer satisfaction, Johanny Manning and the experienced team at BHHS Fox & Roach are dedicated to helping you navigate the real estate market with ease and confidence. Whether you're buying, selling, or investing in property, we offer personalized guidance tailored to your unique needs. Our deep knowledge of the Newtown area and surrounding regions ensures that you receive the most accurate market insights and opportunities available. At Johanny Manning, BHHS Fox & Roach, we pride ourselves on our integrity, professionalism, and commitment to excellence.
Villanova Dental Group & Implant Center
Villanova Dental Group & Implant Center is a premier dental institution located at 600 Newtown Road in Villanova, Pennsylvania, United States. Our expert team of dentists and specialists are dedicated to providing top-quality dental care and cutting-edge implant services to our patients. Whether you are in need of routine cleanings, cosmetic procedures, or advanced dental implants, our state-of-the-art facility is equipped to meet all of your oral health needs. Visit us today and experience the difference of personalized care and exceptional service at Villanova Dental Group & Implant Center.
HomeLend Financial, Inc.
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.
Diana Rivera Keller Williams Real Estate
Welcome to Diana Rivera Keller Williams Real Estate, your trusted partner in navigating the dynamic world of real estate, finance, and general contracting. Conveniently located at 12 Terry Drive, Newtown, Pennsylvania, our agency is dedicated to providing exceptional service to clients throughout the region. With a comprehensive range of services, we specialize in helping you find your dream home, secure the best financing options, and manage any remodeling or construction projects with ease. Our experienced team is committed to guiding you through every step of the process, ensuring a seamless and stress-free experience tailored to your unique needs.
Dombrowski Home Improvements
Welcome to Dombrowski Home Improvements, your trusted partner for all your home enhancement needs in Newtown, Pennsylvania. Conveniently located at 41 University Drive, our family-owned business has been serving the community with pride and dedication. As a premier general contractor and home goods store, we specialize in transforming your living spaces into beautiful, functional areas that reflect your unique style and needs. Whether you're looking to renovate your kitchen, upgrade your bathroom, or embark on a complete home remodel, our team of skilled professionals is here to guide you every step of the way. We offer a wide selection of high-quality home goods, ensuring you find exactly what you need to bring your vision to life. At Dombrowski Home Improvements, we are committed to delivering exceptional craftsmanship, personalized service, and innovative solutions that exceed your expectations.
H&R Block
H&R Block is a trusted accounting and finance institution located at 2114 South Eagle Road in Newtown, Pennsylvania, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking for help with your personal finances or a business in need of expert accounting services, H&R Block is dedicated to providing top-notch solutions tailored to your specific needs. Visit us today to see how we can help you achieve your financial goals.
Filips John J Do
Welcome to Filips John J Do, your trusted healthcare provider located at 509 Washington Avenue, Newtown, Pennsylvania. Our practice is dedicated to offering comprehensive medical care tailored to the needs of our community. With a focus on personalized treatment plans, Dr. Filips and his experienced team are committed to ensuring the well-being of every patient through attentive service and state-of-the-art medical practices. At Filips John J Do, we prioritize creating a welcoming and compassionate environment where patients feel comfortable discussing their health concerns. Whether you're seeking routine check-ups, preventive care, or management of chronic conditions, we are here to support your journey to optimal health. Our approach is rooted in a deep understanding of individual patient needs, enabling us to provide effective and empathetic care.
Parcel Place +
Parcel Place is a versatile institution located at 2110 South Eagle Road in Newtown, Pennsylvania, United States. This establishment offers a wide range of services, including finance and store services. Whether you need assistance with shipping, receiving, or managing your finances, Parcel Place is here to help. With a convenient location and knowledgeable staff, you can trust Parcel Place to meet all of your needs efficiently and effectively.
Ray Wilson, Financial Advisor
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.
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