Newtown Investment Solutions
Whatever ambitions you have for yourself or your business, the dreams you have for your family or the legacy you hope to leave behind, Newtown Investment Solutions will put the full-range of retirement and investment solutions to work on your behalf. We’re here for you, right in your community.
Investment and Retirement Planning
Whether your goal is a customized and well-diversified portfolio, a secure retirement, protection against the rising cost of long term care or any number of financial planning objectives, a wide array of wealth management and financial solutions from top providers is available to you:
- Mutual Funds (4,000+ from leading fund families)
- Individual Retirement Accounts
- 529 College Savings Plans
- Long Term Care Insurance
- 401(k) Rollover/IRA Rollover Services
- Managed Portfolios
- Financial Planning
- Business services (including 401(k)s and SEPs)
- High net-worth and foundation services
Resources and Background Information
brokercheck.finra.org is an external link which provides the public information on the professional background business practices, and conduct of FINRA members.
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Find Out More
If having locally-based financial advisors that are guided solely by your best interests sounds like a better idea to you, Newtown Investment Solutions could be the answer. Learn more about all the ways we can help you reach your financial goals. To arrange for an appointment, stop by any of our branches .
203.364.2958 - Matthew O'Brien - Vice President, Newtown Investment Solutions - Financial Advisor, Infinex Investments, Inc.
203.270.0223 - Jim Wallace - Vice President, Newtown Investment Solutions - Financial Advisor, Infinex Investments, Inc.
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA / SIPC . Newtown Investment Solutions is a trade name of the bank. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.