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Find Retirement Planners for Retirement Planning in Newtown, Pennsylvania

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

List of Qualified Retirement Planners in Newtown, Pennsylvania

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Adam Amorn

Premier Prosperity Advisors

12 Penns Trail, Suite 501

Newtown,PA 18940

267-429-4508

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Michael Scavullo

Solebury Investment Group, Llc.

5266 Bailey Ct.

Doylestown,PA 18901

215-794-3393

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Paul C. Koenig Jr.

Integrated Financial Partners

1300 Route 73 Suite 314

Mount Laurel,NJ 08054

856-291-0142

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Nathan Spohn

Spohn Partners

923 Haddonfield Road
Suite 300

Cherry Hill,NJ 08002

856-324-5894

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Richard Catanese

Independence Square Advisors

150 South Warner Road
Suite 300

King Of Prussia,PA 19406

610-520-1500

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Peter Gellman

Palmerston Group Advisors, LLC

320 Raritan Avenue, Suite 302

Highland Park,NJ 08904

732-248-5777

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Al Osgood

Financial Freedom LLC

5 Great Valley Parkway
Suite 210

Malvern,PA 19355

610-296-9500

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Vanguard Personal Advisor Services

Vanguard Personal Advisor Services

100 Vanguard Blv V26

Malvern,PA 19355

800-211-7806

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Andrew Rosen

Diversified, LLC

2200 Concord Pike
Suite 104

Wilmington,DE 19803

302-765-3500

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Frank Lepore

Bleakley Financial Group

100 Passaic Avenue
Suite 300

Fairfield,NJ 07004

973-244-4237

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Personal Capital

Personal Capital

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Prince,NY 10012

650-556-1310

List of Additional Retirement Planners in Newtown, Pennsylvania*

* Additional advisor listing is provided in partnership with Yext

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The BR Consulting Group - UBS Financial Services Inc.

Stocking Works
411 South State Street

Newtown, PA 18940
215-579-6012

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Matthew Fischman at CrossCountry Mortgage, LLC

330 S. State St., Offices 5 & 6
Offices 5 & 6

Newtown, PA 18940
610-222-5449

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Martha Harding - UBS Financial Services Inc.

411 South State Street
2nd Floor

Newtown, PA 18940
215-579-6006

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Allied Financial Advisors, LLC

3 Terry Dr
Suite 201A

Newtown, PA 18940
215-874-6422

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Haddon Planning Group

11 Penns Trail
Suite 600

Newtown, PA 18940
856-428-5300

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Innova Wealth Partners

12 Terry Dr
#203

Newtown, PA 18940
888-270-1574

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CBI Group - Consultants Beyond Investments - UBS Financial Services Inc.

411 South State Street
2nd Floor

Newtown, PA 18940
215-497-3426

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The Kirwan Companies, Ltd.

11 Penns Trail
Suite 600

Newtown, PA 18940
215-497-9777

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Orihel Wealth Management

255 South State Street

Newtown, PA 18940
267-297-0357

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Kevin Young - UBS Financial Services Inc.

411 South State Street
2nd Floor

Newtown, PA 18940
215-497-3439

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Beyond Investments WM Group - UBS Financial Services Inc.

411 South State Street
2nd Floor

Newtown, PA 18940
215-497-3362

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Leo Urso

31 Cambridge Ln

Newtown, PA 18940
215-968-2707

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Richard Rogers - UBS Financial Services Inc.

411 South State Street
2nd Floor

Newtown, PA 18940
215-579-6013

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Rogers Wealth Management - UBS Financial Services Inc.

411 South State Street
2nd Floor

Newtown, PA 18940
215-579-6013

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The Capital Legacy, LLC

780 Newtown-Yardley Road
Suite 310

Newtown, PA 18940
215-860-8400

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Uehling Wealth Management - UBS Financial Services Inc.

411 South State Street
2nd Floor

Newtown, PA 18940
215-497-3495

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Edward Jones - Financial Advisor: Dan Petty

2134 S Eagle Rd
Suite 18E

Newtown, PA 18940
267-755-4012

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Edward Jones - Financial Advisor: Fred A Kurtz

1 S State St
Suite A

Newtown, PA 18940
215-579-0564

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Derek Gaughan - TD Wealth Financial Advisor

1 West Road

Newtown, PA 18940
215-221-9178

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Ted Swan - TD Wealth Relationship Manager

1 West Road

Newtown, PA 18940
267-300-1830

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HLH Group - UBS Financial Services Inc.

Stocking Works
411 South State Street

Newtown, PA 18940
215-497-3492

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Newtown, PA Branch Office - UBS Financial Services Inc.

Stocking Works
411 South State Street

Newtown, PA 18940
215-579-4500

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Gregory S. Miller, CFP®, ChFC®, CLU® - UBS Financial Services Inc.

411 South State Street
2nd Floor

Newtown, PA 18940
215-497-3426

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Allstate Personal Financial Representative: Chris Horan

130 S State St

Newtown, PA 18940
215-579-0700

* Additional advisor listing is provided in partnership with Yext

Frequently Asked Questions

Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

  1. Are my current savings enough to get retired?
  2. With my current savings, what will my post-retirement lifestyle look like?
  3. Should I consider making investments right before my retirement?
  4. When is the right time to pay off my mortgage-pre or post-retirement?
  5. How can I mitigate my post-retirement financial risks?

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