Connect with Top-Rated Financial Planners in Newtown!

KB Financial is a collaborative financial ecosystem made up of unique areas of expertise working synergistically to drive better outcomes for our clients. With roots dating back to 1983, we offer integrated services across financial, tax and estate planning, insurance solutions, wealth management and merchant banking. Our team takes a holistic look at our client's entire ecosystem so we see the full picture and can identify important synergies and opportunities. As a partner with deep knowledge across many different disciplines, we address the needs of our clients by assembling a team into an innovative ecosystem to drive better outcomes. In today's environment, looking at the obvious is not enough. We take a deeper, more integrated view across the complete financial landscape to understand how key elements can work synergistically - and identify opportunities that impact outcomes.

Allied Financial Advisors, LLC is a financial planning firm that provides personalized service to its clients. With years of experience in financial services, our team of professionals help individuals and families build wealth, protect their assets, and achieve their long-term goals. We offer a range of services, including retirement planning, investment audits, and estate planning. Our team is committed to putting our clients' needs first and providing them with the personal attention they deserve. We believe that our clients should experience the capabilities of a large firm, with the personal attention of a small practice.

Northeast Financial Group, Inc. is an independent Registered Investment Advisory firm providing comprehensive fiduciary and investment services for individuals and organizations. We offer financial planning, investment management, and retirement planning services tailored to meet the unique needs of our clients. With a commitment to putting our clients' interests above our own, we provide personalized financial solutions to achieve their goals.

As an independent financial advisory firm, Haddon Planning Group works with individuals, families, and businesses to help them define and achieve their financial goals. We provide personalized solutions to fit each client's unique situation, whether it's planning for retirement, building a legacy, or saving for college. Our team of experts takes the guesswork out of retirement plans and group benefits, and we stay focused on market trends to help our clients manage their money with confidence. With over 40 years of experience and a commitment to long-term relationships, we help our clients take care of themselves and their families, and unlock the treasures to financial wellness.

Ethos Capital Advisors is a comprehensive financial services firm committed to helping individuals improve their long-term financial success. We offer a robust combination of experience and professional client services. Our team consists of experienced professionals with a "hands-on" approach to financial guidance. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their financial goals and dreams. Our clients can expect a holistic planning approach, revealing the complete scope of their financial life. With our expertise, clients can refine their decision-making and pursue their retirement goals with clarity and confidence.