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Anthony Petsis & Associates

401 S State St
Newtown, PA 18940 215-968-6638

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Tony, Alex and Lauren provide superior, stable, responsible advise on wealth... - May 04, 2020

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Rolek Retirement Planning

1055 Westlakes Dr #300
Berwyn, PA 19312 267-427-5667

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Kyle works for himself. He has no one to pressure him to put your money in... - Mar 14, 2018

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Summit Financial Advisors

12 Penns Trl
Newtown, PA 18940 215-579-1005

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They are fiduciary fee-only advisors. - Jan 24, 2021

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GWH Advisors & Accountants

16 N State St
Newtown, PA 18940 215-497-8368

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Very helpful and great at providing educational material - Jun 22, 2022

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Dean Charles Associates

285 N Sycamore St
Newtown, PA 18940 215-860-2948

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some of the best advisors around never let me down! - Jul 20, 2022

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Ethos Capital Advisors

111 S State Rd
Newtown, PA 18940 215-968-1820

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No raters have left a written comment.

Maximum Asset Strategies

163 Woodhill Rd
Newtown, PA 18940 215-968-6088

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PWA Financial

503 Washington Ave #1-B
Newtown, PA 18940 215-571-0737

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Planning for what happens to your possessions and money after you die requires making many decisions. Here are some basic dos and definite don’ts that will save you hassles and money—and avoid common mistakes.

To help your heirs unravel your finances, maintain a list of your major assets and accounts and where they can find your end-of-life documents. We've gathered a list of what to include.

Unless your situation is very straightforward, have your will prepared by an experienced lawyer, and hire a financial planner or estate attorney to organize your finances.