History

 

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. The whole team had worked for Edward Jones Investments but saw in Commonwealth Financial Network® a firm that would provide great opportunities for them and their clients to pursue their dreams. As Investment Adviser Representatives of Commonwealth, John and Tim have developed a conservative investment philosophy, which focuses on combining high-quality investments with flexibility in management style. Long-term plans need careful thought and timely responses to the changing world around us. We enjoy working with clients from every walk of life and every financial situation. We added Kelly Nelson and her CPA practice and her assistant Julie Gebauer in 2010. Newton Financial Solutions is now able to offer tax and accounting services to small businesses and individuals as well! Offering multiple services is just one more way we are reaching out to help our clients and watch over their accounts.

Tax preparation, accounting, payroll processing, and bill-paying services offered by Newton Financial Solutions, LLC are separate and unrelated to Commonwealth.

Financial-Advisory-Team