Financial Services in Newtown, PA

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2. The First National Bank & Trust Co. of Newtown- Newtown Boro Branch

The First National Bank & Trust Co. of Newtown- Newtown Boro Branch

40 S State St, Newtown, PA 18940

OPEN NOW:9:00 am - 6:00 pm

From Business: We're Bucks County's oldest, most established bank. For generations, The First has proudly remained independent and committed to our community, reinvesting all our deposits in…

YP
161 Years
in Business

3. Specialty Financial Services, Inc.

Specialty Financial Services, Inc.

111 Pheasant Run Ste 202, Newtown, PA 18940

OPEN NOW:8:30 am - 6:30 pm

From Business: When you think mortgage, you need to also think trust, service, accredibility and accountability, think Specialty Financial Services. At Specialty Financial Services, we know…

4. Edward Jones - Financial Advisor: Stephen A Moyer

Edward Jones - Financial Advisor: Stephen A Moyer

1 S State St Ste A, Newtown, PA 18940

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
103 Years
in Business

5. Sibley Bookkeeping Services

Sibley Bookkeeping Services

18 N State St, Newtown, PA 18940

OPEN NOW:8:00 am - 5:00 pm

From Business: Bucks County Business Services including book keeping, business taxes, preparation of balance sheets, cash flow statement. General ledger for receivables, inventory tracking,…

YP
45 Years
in Business

6. Edward Jones - Financial Advisor: Harvey Samachson

Edward Jones - Financial Advisor: Harvey Samachson

1 S State St Ste A, Newtown, PA 18940

OPEN NOW:8:30 am - 5:00 pm

From Business: Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an…

7. Kurtz Samachson Wealth Management

Kurtz Samachson Wealth Management

1 S State St Ste A, Newtown, PA 18940

From Business: High-net-worth investors face a world of unique needs and opportunities to navigate while creating your vision, goals and priorities. A trusted financial advisor can help you…

8. J & R Check Cashing

J & R Check Cashing

1108 Veterans Hwy, Bristol, PA 19007

OPEN NOW:9:00 am - 6:00 pm

From Business: 2 locations in Pennsylvania to serve you. Check Cashing Store, Pawnbrokers and Tax Return Preparation

9. Alpha II Mortgage Inc.

Alpha II Mortgage Inc.

956 Trenton Rd, Fairless Hills, PA 19030

OPEN NOW:9:00 am - 7:00 pm

From Business: Providing Mortgages for First time home buyers, repeat home buyers, refinancing, equity lines, FHA FHA Streamline, 203K, FHA Reverse Mortgages, Conventional, Jumbo Loans and…

YP
27 Years
in Business

10. Presidential Bank Mortgage

Presidential Bank Mortgage

6 Interplex Dr Ste 205, Trevose, PA 19053

OPEN 24 HOURS

From Business: The Trevose, Pennsylvania branch is staffed with mortgage professionals who will assist you in selecting the best loan with the most competitive terms. We are proud to offer…

11. Margo Gall - PNC Mortgage Loan Officer (NMLS #146096)

Margo Gall - PNC Mortgage Loan Officer (NMLS #146096)

100 S Main St Ste 100, Doylestown, PA 18901

OPEN NOW:8:00 am - 5:00 pm

From Business: As a homebuyer, you’re looking for a Mortgage Loan Officer you can trust, one who’ll be honest with you and help you every step along the way. I have experience making the…

12. Michael Coleman - PNC Mortgage Loan Officer (NMLS #409785)

Michael Coleman - PNC Mortgage Loan Officer (NMLS #409785)

100 S Main St Ste 100, Doylestown, PA 18901

OPEN NOW:8:00 am - 5:00 pm

From Business: As a homebuyer, you’re looking for a Mortgage Loan Officer you can trust, one who’ll be honest with you and help you every step along the way. I have experience making the…

13. Caroline Sabatini - PNC Mortgage Loan Officer (NMLS #413800)

Caroline Sabatini - PNC Mortgage Loan Officer (NMLS #413800)

100 S Main St Ste 100, Doylestown, PA 18901

OPEN NOW:8:00 am - 5:00 pm

From Business: As a homebuyer, you’re looking for a Mortgage Loan Officer you can trust, one who’ll be honest with you and help you every step along the way. I have experience making the…

14. John Shimp - Private Wealth Advisor, Ameriprise Financial Services

John Shimp - Private Wealth Advisor, Ameriprise Financial Services

1717 Langhorne Newtown Rd Ste 125, Langhorne, PA 19047

CLOSED NOW:9:00 am - 4:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

15. Brendan O Reilly - Financial Advisor, Ameriprise Financial Services

Brendan O Reilly - Financial Advisor, Ameriprise Financial Services

1717 Langhorne Newtown Rd Ste 125, Langhorne, PA 19047

OPEN NOW:9:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

16. Robert Gorman - Private Wealth Advisor, Ameriprise Financial Services

Robert Gorman - Private Wealth Advisor, Ameriprise Financial Services

104 Corporate Dr E Ste 610, Langhorne, PA 19047

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

17. Nina Ingulli - Private Wealth Advisor, Ameriprise Financial Services

Nina Ingulli - Private Wealth Advisor, Ameriprise Financial Services

104 Corporate Dr E, Langhorne, PA 19047

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

18. Primerica

Primerica

203 Corporate Dr E, Langhorne, PA 19047

OPEN NOW:9:00 am - 5:00 pm

From Business: Helping families become properly protected, debt free and financially independent

YP
36 Years
in Business

19. Shelley Y Mau - Financial Advisor, Ameriprise Financial Services

Shelley Y Mau - Financial Advisor, Ameriprise Financial Services

480 Mulberry Ct, Langhorne, PA 19047

OPEN NOW:9:00 am - 6:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

20. 1776 Capital Management Group of Janney Montgomery Scott

1776 Capital Management Group of Janney Montgomery Scott

1010 Stony Hill Rd Ste 300, Yardley, PA 19067

OPEN NOW:8:30 am - 4:30 pm

From Business: When you work with a Janney Financial Advisor, it's about going beyond investing. It's about connecting your life and finances in a way that makes sense for you — and…

21. Chase Bank

Chase Bank

940 Vansant Dr, Yardley, PA 19067

OPEN NOW:9:00 am - 5:00 pm

From Business: Find out how Chase can help you with checking, savings, mobile banking, and more. Deposit products provided by JPMorgan Chase Bank, N.A. Member FDIC.

22. American Heritage Credit Union

American Heritage Credit Union

2a Summit Square Shopping Center, Langhorne, PA 19047

OPEN NOW:8:30 am - 5:00 pm

From Business: American Heritage Credit Union is a member-owned financial cooperative with more than $4.6 billion in assets serving more than 800 Workplace Partners and more than 300,000…

23. Edward Jones - Financial Advisor: Scott McCrea, CFP®|CEPA®

Edward Jones - Financial Advisor: Scott McCrea, CFP®|CEPA®

130 Almshouse Rd Ste 400, Richboro, PA 18954

From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…

24. William P Marshall - Private Wealth Advisor, Ameriprise Financial Services

William P Marshall - Private Wealth Advisor, Ameriprise Financial Services

2300 E Lincoln Hwy Ste 140, Langhorne, PA 19047

OPEN NOW:9:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

25. Ryan D Murray - Private Wealth Advisor, Ameriprise Financial Services

Ryan D Murray - Private Wealth Advisor, Ameriprise Financial Services

2300 E Lincoln Hwy Ste 140, Langhorne, PA 19047

OPEN NOW:9:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

26. Great Oak Wealth Partners - Ameriprise Financial Services

Great Oak Wealth Partners - Ameriprise Financial Services

2300 E Lincoln Hwy Ste 140, Langhorne, PA 19047

OPEN NOW:9:00 am - 5:00 pm

From Business: At Great Oak Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important.…

27. Aaron Borstein - Private Wealth Advisor, Ameriprise Financial Services

Aaron Borstein - Private Wealth Advisor, Ameriprise Financial Services

2300 E Lincoln Hwy Ste 140, Langhorne, PA 19047

OPEN NOW:9:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

28. John West - Financial Advisor, Ameriprise Financial Services

John West - Financial Advisor, Ameriprise Financial Services

2300 E Lincoln Hwy Ste 140, Langhorne, PA 19047

OPEN NOW:9:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

29. Brian Lucas - Financial Advisor, Ameriprise Financial Services

Brian Lucas - Financial Advisor, Ameriprise Financial Services

2300 E Lincoln Hwy Ste 140, Langhorne, PA 19047

CLOSED NOW:Closed

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

30. Vincent Notarianni - Private Wealth Advisor, Ameriprise Financial Services

Vincent Notarianni - Private Wealth Advisor, Ameriprise Financial Services

2300 E Lincoln Hwy Ste 140, Langhorne, PA 19047

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

We found 673 results for Financial Services in or near Newtown, PA.They also appear in other related business categories including Financial Planning Consultants, Investments, and Financial Planners. 13 of the rated businesses have 4+ star ratings.


The businesses listed also serve surrounding cities and neighborhoods including Northeast Philadelphia, Jenkintown, and Willow Grove. These businesses offer their services in one-or-more of the following languages: Russian, Spanish, and Chinese.