Wealth Management Services - Serving Bucks County, PA

Location

Wealth Management

The First’s Wealth Management Division, serving all of Bucks County, is located next to our Newtown Borough branch on South State Street. Situated in the heart of historic Newtown Borough, we have enjoyed this central location since 1928. Visit us during our weekday hours of 8:30-5:00 Monday through Friday. You’ll find a convenient parking lot behind our Newtown branch next door.

Contact Branch

Branch information

34 South State St
Newtown, PA 18940

Get Directions

215-968-4872

215-968-6380 (fax)

Hours

Mon-Fri: 8:30am-5:00pm

About This Branch

At The First’s Wealth Management Division, you’ll find a friendly and helpful staff of professionals with expertise in Investment Management, Financial Planning, and Estate Administration and Trust Services. We provide exceptional customer service and wealth management services to the residents and businesses of Bucks County.

The First has served the people of Bucks County since 1864. We are proud to be an independent community bank that reinvests in local towns, businesses, and our neighbors. Call us today to schedule an appointment. You’ll love our personal service, focused on helping you reach your investment and wealth management goals.