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Find Top Financial Advisors in Newtown, Pennsylvania

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WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Newtown, Pennsylvania. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.

Qualifications of Financial Advisors in Newtown

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Qualified Financial Advisors in Newtown, Pennsylvania
Financial Advisor Office Location Phone Number
Michael Scavullo
Solebury Investment Group, Llc.
5266 Bailey Ct.,
Doylestown, PA  18901
(215) 794-3393
Paul C. Koenig Jr.
Integrated Financial Partners
1300 Route 73 Suite 314,
Mount Laurel, NJ  08054
(856) 291-0142

Information on Qualified Financial Advisors in Newtown

Qualifications CRD# 2537103
Series 7, 24, 63, 65

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets


Office Location 5266 Bailey Ct.,
Doylestown,
PA 
18901
Phone Number (215) 7943393

About Solebury Investment Group, Llc.

Please see my website for all information about myself and my firm.



Qualifications CRD# 5253413
FirmCRD# 5253413
Series 7, 66

Compensation/Fee Fee-Based (Fee and Commissions)


Office Location 1300 Route 73 Suite 314,
Mount Laurel,
NJ 
08054
Phone Number (856) 2910142

Paul Koenig is a Financial Planner with Integrated Financial Partners, Inc.(IFP). Along with his team of advisors, he takes an independent, comprehensive and objective approach to financial planning to help ensure that your goals, objectives and risk tolerance are properly considered and managed. This process includes an evaluation of retirement, risk management, investments, education funding, asset protection strategies, and legacy planning. It is through this process that he can help identify what is most important to his clients so that financial tools and resources can be properly aligned with their goals, despite personal lifestyle changes and external economic factors. Paul helps clients build wealth and position their investments properly through the use of tax-advantaged products and strategies. Paul has committed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when taking care of clients. Paul can provide advice and direction so you can make the most informed decisions. Paul and his team are able to provide strategies that can help you: Build your nest egg, Enjoy a comfortable retirement, Protect your family from financial emergencies, Leave a legacy to your heirs or your favorite charities, Fund your children's or your grandchildren's education. He was listed in New Jersey Monthly and Philadelphia Magazine as a Five Star Wealth Manager. Paul is involved in his community including the American Red Cross, Habitat for Humanity and other worthwhile charities. An avid outdoors-man, Paul believes in physical as well as fiscal fitness.

About Integrated Financial Partners

Financial Planning is not a do-it-yourself project. In today's complex world it takes diligence, research, careful consideration and the help of an experienced professional to help you achieve the retirement you deserve and have worked so hard to attain. As a CERTIFIED FINANCIAL PLANNER professional, I can be objective about your financial situation and this is vital in order to help you gain perspective and confidence in your financial future. A completely confidential Financial Second Opinion is the logical first step on your road to retirement. The number one financial worry is not having enough money to retire. Do you know how much you need? Did you allocate it properly and prudently? Do you know what assets to spend first? This is where I can help. Along with clarity, I can provide prudent strategies and solutions to help you meet your needs and lifestyle goals. I'll provide a customized plan developed through a comprehensive process and I will work with you to see that it is implemented properly. You'll be in a position to make informed decisions for your future. Recognized as one of the largest and most successful independent financial services organizations in the country; Integrated Financial Partners (IFP) specializes in coordinating with all of our clients other advisors to ensure collaboration in all aspects of their financial lives.



List of Additional Financial Advisors in or around Newtown, Pennsylvania
Financial Advisor Office Location Phone Number
Christopher Cice
Allied Financial Consultants, LLP
16 N. State St,
Newtown, PA  18940
(215) 497-8368
Michael Values
The Planners Network Inc
212 W Route 38,
Moorestown, NJ  08057
(856) 316-7080
Amanda Salyer
Edelman Financial Engines, LLC
600 West Germantown Pike,
Plymouth Meeting, PA  19462
(610) 239-8323
Mark D. Kemp, CFP, AIF
Kemp Harvest Financial Group
331 Ruth Road,
Harleysville, PA  19438
(215) 513-4330
Anthony Chirchirillo, CFP©
McAdam FA
1880 John F. Kennedy Blvd,
Philadelphia, PA  19103
(215) 399-9360

Information on Additional Financial Advisors in or around Newtown, Pennsylvania

Christopher Cice

Allied Financial Consultants, LLP

Qualifications CRD# 5014530
Series 7, 24, 63, 65

Tel: (215) 4978368
16 N. State St,
Newtown,
PA 
18940


Michael Values

The Planners Network Inc

Tel: (856) 3167080
212 W Route 38,
Suite 580,
Moorestown,
NJ 
08057


Amanda Salyer

Edelman Financial Engines, LLC

Qualifications CRD# 5214607
FirmCRD# 104510
Series 7, 66

Tel: (610) 2398323
600 West Germantown Pike,
Suite 100,
Plymouth Meeting,
PA 
19462


Mark D. Kemp, CFP, AIF

Kemp Harvest Financial Group

Qualifications CRD# 1932371
FirmCRD# 29604
Series 6, 7, 24, 63

Tel: (215) 5134330
331 Ruth Road,
Harleysville,
PA 
19438


Anthony Chirchirillo, CFP©

McAdam FA

Qualifications CRD# 4439304
Series 7, 24, 51, 66

Tel: (215) 3999360
1880 John F. Kennedy Blvd,
Suite 1600,
Philadelphia,
PA 
19103


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FREQUENTLY ASKED QUESTIONS

Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?