Investments & Wealth Management
Newtown Investment Solutions
We provide our clients with professional guidance to build, preserve and manage their wealth. Let's create a plan and put a broad-range of investment solutions to work for you.
We're Invested in You.
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Personalized
Service
Tailored
Solutions
Local
Expertise
Investment Planning
We'll work closely with you to create a plan and make recommendations tailored to meet your personal and family's goals.
- Financial & Estate Planning
- Asset Management
- Insurance
- Retirement
- 529 College Savings Plans
Retirement Planning
Let's evaluate your retirement plans, pensions and social security to make the most of your retirement income.
- 401(k) & IRA Rollover Services
- Mutual Funds
- Annuities
- Tax strategies
Business Services
Services for our business clients.
- 401(k)s and SEPs
- Key-person life insurance policies
- Disability policies
- Investing funds from sold businesses
Speak with us today
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 or call 203.426.4440 ext. 3148.
Investment 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 Financial Industry Regulatory Authority (FINRA) members.
Investment and insurance products and services are offered through Osaic Institutions, Inc. Member
FINRA / SIPC. Osaic Institutions and Newtown Savings Bank are not affiliated. Products and services made available through Osaic Institutions 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.