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Newton Financial Services, LLC - Home Newton Financial Solutions, LLC Working together with us will simplify the complexities of your financial life Financial Planning | Investment Planning | Estate Planning | Charitable Giving
Our Team - newtonfinancialsolutions. com The people who work at Newton Financial Solutions have the knowledge and experience to help you pursue your financial goals We also have access to a very wide universe of tools and investments that enables us to find the right combination for each unique portfolio we build
Contact Us - newtonfinancialsolutions. com Newton Financial Solutions, LLC 600 Main St S, Suite #110 Cambridge, MN 55008 Telephone: 763-552-8888 Toll-Free: 888-806-3201 Fax: 763-552-9335
Account Access - newtonfinancialsolutions. com To access your account information, please select the Investor360°® button Investor360° will provide you with detailed account information, statements, confirmations, tax documents, and more For more information on Investor360°, view the Investor360° user guide
History - newtonfinancialsolutions. com Newton Financial Solutions was born in 2007 when Tim and John decided to pursue their dream of running a joint practice in the financial services industry
For Employers - newtonfinancialsolutions. com Helping Your Employees Make Better Decisions We provide advice and education to help your employees understand plan options, encourage participation, promote satisfaction, and feel confident about the decisions they are making toward their retirement readiness
Peter Newton | Newton Financial Solutions, LLC. Peter enjoys the day-to-day interactions with individuals and couples of all income levels to determine their best path to financial success He is knowledgeable in aspects of retirement planning, investment management, risk management, tax planning, and estate planning
Community Involvement - newtonfinancialsolutions. com Securities and advisory services offered through Commonwealth Financial Network ®, Member FINRA SIPC, a Registered Investment Adviser Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network ®
Julie Gebauer | Newton Financial Solutions, LLC. Julie joined Newton Financial Solutions in 2010 Julie has over 18 years of experience working with payroll, accounting, and various tax services She enjoys helping clients with their payroll and accounting needs
Cindy Szafranski | Newton Financial Solutions, LLC. Cindy’s positive attitude and welcoming demeanor complement Newton Financial Solution’s strong commitment to client service Cindy graduated with a BS in business computer information systems from St Cloud State University in 1998