Business Details
About
Investment Service
High-net-worth investors face a world of unique needs and opportunities while creating their vision, goals and priorities. A trusted financial advisor can help you make informed decisions that will direct your path along the way. Our team is highly skilled at partnering with key professionals, including CPAs and estate-planning attorneys, to help you stay on track along your financial journey. From estate considerations to charitable giving, we will provide the key tools, guidance and resources needed to help grow your wealth and protect your legacy.
Location
Hours
Frequently Asked Questions About Kurtz Samachson Wealth Management
Where is Kurtz Samachson Wealth Management located?
It is located at 1 S State St, Suite A, Newtown, PA 18940, United States.
What are the business hours for Kurtz Samachson Wealth Management?
The office is open Monday to Thursday from 8:30 AM to 5:00 PM, and Friday from 8:30 AM to 4:00 PM. It is closed on Saturdays and Sundays.
What financial services does Kurtz Samachson Wealth Management provide?
They offer financial advising, investment management, investment funds, and stock broker services.
What specialties does Kurtz Samachson Wealth Management offer?
Specialties include 401(k) rollovers, Roth IRAs, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
How can I contact Kurtz Samachson Wealth Management?
You can reach them by phone at +1 215-579-0564.
Do they offer services in languages other than English?
They provide services in English.
Is there an app available for accessing Kurtz Samachson Wealth Management services?
Yes, they have mobile apps available on both Android and iOS platforms.
Which nearby places might customers visit along with Kurtz Samachson Wealth Management?
Nearby places include The Temperance House restaurant and bar, Brick Hotel & Restaurant for dining or accommodation, and The Coffee Room for coffee and snacks.
Are there any nearby financial or professional services near Kurtz Samachson Wealth Management?
Yes, Financial Advisor Fred A Kurtz's office and Silver Valley Mortgage are nearby, providing additional financial assistance options.
What community or cultural places are near Kurtz Samachson Wealth Management that customers might explore?
Customers might enjoy visiting Newtown Rotary Club for community engagement, Butterfly Kisses Art Studio for cultural and educational experiences, or Countryside Gallery & Custom Frame Design for art interests.