Newtown Branch
We believe each piece of a person’s life has a place in their financial plan. It’s what drives us to create investment and wealth management strategies designed to balance the life you live with the future you’ve always imagined.
Newtown
Our differentiators drive our growth.
Located on the top floor of a modern complex that complements the richly historical architecture of surrounding communities, our Newtown office offers advisors a powerful alternative to the bank-owned firms across Wall Street. That’s because Raymond James offers advisors true partnership and total support, including the freedom to build their businesses as they see fit and serve their clients without the pressure to push certain products or services.
Discover the difference for yourself. Contact us for a confidential conversation.
At a Glance
Staying Power
Raymond James has delivered 144 consecutive quarters of profitability. We credit much of this performance to the firm’s client-first perspective and adherence to its founding core values of professional integrity, advisor independence and a conservative, long-term approach to investing.
Advisors
Assets
* As of 12/31/2023. Past performance is not indicative of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock.
In 1962, a different kind of financial services firm was founded.
Get to know Raymond James.
About UsNewtown Branch
Meet Our Team
Odds and ends
Why the uptick in inflation isn't the start of a new trend
Take your business skills to the nonprofit sector
What business leaders should know about the nonprofit sector.
Leveraging a non-occupant co-borrower to buy a home
Companies' sustainability goals encourage efficiency
Webinar replay - The next level up
Should I stay (Short-Term) or should I go (Long-Term)?
Advisor Opportunities
Our advisors are viewed as clients of the firm, we provide world-class resources and support to help run their business on their terms.
Learn MoreWealth Management
Your Raymond James advisor will help you prepare for life’s major financial milestones and every moment in between.
Learn More- 5 Caufield Pl Ste 201 Newtown, PA 18940-9434
- T: 215.497.7490
- F: 866.522.9645
- TF: 877.279.3590
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.
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