Broker Check

Newton Financial Group Services

Our focus is to help individuals develop and implement sound investment strategies. We have experience with helping retirees, people planning for retirement, families beginning investment and college savings programs, and during other phases of life to meet the goals and needs of investors. Please take time to explore our website and the wealth of information we offer.

We provide personalized, hands-on service.  We educate our clients about financial concepts and products, and help them make informed choices in investments, insurance, estate conservation, and other financial affairs.

As a team, we have years of experience and continue our education to better understand the challenges of today’s environment.  Whether your concern is outliving your money, earning a decent income off your savings, avoiding risk, understanding how investments are taxed, or other financial matters, we are likely helping others with similar concerns.  If we don’t think we can assist you, we will be plain spoken and suggest where you might be able to find assistance (even if it is with a competitor).

We seek to develop long-term relationships of trust with those who choose to hire us.  For more information about our firm and the services we offer, send us a quick email or call the office.  We would be pleased to speak with you.