Newtown Investment Solutions
Who We Are
Newtown Investment Solutions develops comprehensive investment solutions. We help clients make smart educated decisions about finances in order to pursue their goals and dreams.
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How We Work
For each client, we employ our Foundations Process. This process helps us custom tailor a strategy to address all aspects of your financial life. The advice we provide is based on your needs, not ours.
What Makes Us Unique
We have developed and adopted a philosophy and process that focuses on the needs, values and goals of our clients. We focus on what is important to each individual client. Along with our philosophy and process, we are committed to providing a high level of attention and service to our clients.
Our Strategic Alliances
Newtown Investment Solutions offers securities through Infinex Financial Group. The advice we provide is independent and free from bias.
Our Commitment to You
We are driven to provide the highest level of service and care to our clients as Newtown Savings Bank has for the past 150 years.
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Newtown Investment Solutions offers access to securities through Infinex Investments, Inc. Member FINRA/SIPC. Investment and insurance products are offered through Infinex Investments, Inc. Member FINRA/SIPC. 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 possible loss of value.