Pa Secure Retirement Solutions (Newtown Office)
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Introduction: David Sargent is a Managing Partner of Pa Secure Retirement Solutions, for the Newtown & Doylestown Pa branches. David as a Certified Financial Fiduciary with 25 years of experience in the financial services industry offers a complimentary first visit to address your financial concerns. He specializes in developing financial strategies that help clients create a reliable income stream they can't outlive, while working towards growing and protecting their investment portfolios along the way.
Overview
3 employees
29 years in business
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Reviews
Customers rated this pro highly for professionalism, responsiveness, and work quality.
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John L.
Dec 14, 2020
David and Dawn go well beyond what most financial advisors do for their clients. I came to them without any financial plan for my future and left with a detailed blueprint of what I need to do with my Social Security and investments to create a solid income plan to live off of. The best part is that they met with me in the beginning for an hour complimentary review of my situation to see if there was a fit for their services. Thank You for all the help. John L.