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Financial Advisors in Newtown, PA

How to choose a financial advisor in Newtown

Ask two questions first. How are you paid, and are you a fiduciary? An advisor paid only by you (fee-only) has fewer reasons to steer you toward products. One who earns commissions isn't necessarily worse, but you should know. Check the firm name on the profile: advisors with a large network have the network's tools and its product list; independents have more freedom and fewer resources. Ask what kinds of clients they usually work with. A retiree and a 35-year-old with a young family need different advice. Then ask how often you'll actually hear from them.

Grant Holdren

Financial Advisor

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Newtown, PA

ProfileNo contact yet

Scott Levy

Financial Advisor

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Newtown, PA

ProfileNo contact yet

John Malzone

Financial Advisor

MAIN STREET FINANCIAL SOLUTIONS, LLC

Newtown, PA

ProfileNo contact yet

Pryia Roy

Financial Advisor

RAYMOND JAMES & ASSOCIATES, INC.

Newtown, PA

ProfileNo contact yet

John Rea

Financial Advisor

CROSSGATE WEALTH ADVISORS, LLC

Newtown, PA

ProfileNo contact yet

Ross Hart

Financial Advisor

RAYMOND JAMES & ASSOCIATES, INC.

Newtown, PA

ProfileNo contact yet

Erik Mosholt

Financial Advisor

46 PEAKS INVESTMENT ADVISORY GROUP

Newtown, PA

ProfileNo contact yet

Robert Morris

Financial Advisor

STATE FARM INVESTMENT MANAGEMENT CORP.

Newtown, PA

ProfileNo contact yet
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