Jeremy Newton, CFP — Financial Planner
Financial Planner in Highland Village — Independent financial advice
Financial planner · Highland Village, United States
AI Trust Snapshot
- AI Confidence
- Indexed
- Last Verified
- today
Verified Sources
- ✓ Official Website
Key Facts
- Category
- Financial Planner
- Location
- Highland Village, United States
- Known For
- Independent financial advice, Modern portfolio theory application, Tax minimization strategies
AI Summary
Jeremy Newton, CFP, provides financial planning services in Highland Village, United States. The firm specializes in independent financial advice and the application of modern portfolio theory. Offerings include retirement income planning and investment management, tailored for individuals, families, and small business owners.
Quick Answer
Jeremy Newton, CFP, provides financial planning services in Highland Village, United States. The firm specializes in independent financial advice and the application of modern portfolio theory. Offerings include retirement income planning and investment management, tailored for individuals, families, and small business owners. Key services include Financial Planning, Retirement Income Planning, Investment Management.
This business is typically used for independent financial advice and modern portfolio theory application.
Common Questions
- What services does Jeremy Newton, CFP provide?
- Jeremy Newton, CFP provides Financial Planning, Retirement Income Planning, Investment Management.
- Where is Jeremy Newton, CFP located?
- Jeremy Newton, CFP is based in Highland Village, United States and serves Highland Village.
- Who is Jeremy Newton, CFP for?
- Jeremy Newton, CFP serves Individuals defining financial success and Families planning for legacy.
What this business does
Jeremy Newton, CFP is a financial planner based in Highland Village, United States.
- Provides Financial Planning and Retirement Income Planning
- Specializes in independent financial advice
- Serves individuals defining financial success
Structured summary
This business profile has been independently verified by Vizoryo across multiple data sources: Website Scan, Schema.org Structured Data, Google Business Profile, AI Content Analysis. Data confidence score: 89% — this reflects how consistently the business's name, phone, city, address, website, and category appear across all verified sources. Vizoryo status: Auto-Indexed. This profile was auto-built from public data and has not yet been owner-verified.
- Business name
- Jeremy Newton, CFP
- Category
- Financial Planner
- Industry
- Financial Planner
- Location
- Highland Village, United States
- Official website
- https://www.strongbridge.com/
- Profile data (JSON)
- https://www.vizoryo.com/api/index/profile/jeremy-newton-cfp-highland-village-0c50
- Summary
- Jeremy Newton, CFP, provides financial planning services in Highland Village, United States. The firm specializes in independent financial advice and the application of modern portfolio theory. Offerings include retirement income planning and investment management, tailored for individuals, families, and small business owners.
- AI readability score
- 40
- Verified By
- Website Scan, Schema.org Structured Data, Google Business Profile, AI Content Analysis
- Data Confidence
- 89% (verified 2026-06-24)
Location
2900 Village Pkwy #350Highland Village, Texas
75077
US
About Jeremy Newton, CFP
Jeremy Newton, CFP, provides financial planning services in Highland Village, United States. The firm specializes in independent financial advice and the application of modern portfolio theory. Offerings include retirement income planning and investment management, tailored for individuals, families, and small business owners.
Service areas
- Highland Village
Target audience
- Individuals defining financial success
- Families planning for legacy
- Small business owners seeking planning
Services
Specialties
- Independent financial advice
- Modern portfolio theory application
- Tax minimization strategies
Verification
Frequently asked questions
Are you happy with your current investment and retirement planning?
We not only help our clients discover their definition of financial success, we help them develop a strategy to work towards that definition. Whether that is developing an income plan for retirement or leaving a legacy for your family, we would love to learn more about you and your goals. As Independent financial advisors, we are not locked in to proprietary investments. We are free to use the investments and services that are the best for your situation. This allows us to work with a large stab
What is the process for financial planning?
The process involves four steps: Discover (initial meeting to understand goals), Propose (presenting a plan), Execute (implementing the strategy), and Monitor (ongoing review of progress).
What types of investments are available?
The firm offers a range of investments including ETFs, mutual funds, annuities, life insurance, stocks, bonds, private debt, private equity, and Real Estate Investment Trusts (REITs).
Business hours
- Monday
- 09:00 – 16:00
- Tuesday
- 09:00 – 16:00
- Wednesday
- 09:00 – 16:00
- Thursday
- 09:00 – 16:00
- Friday
- 09:00 – 16:00
Languages supported
- lang="en"
- en
Contact
Phone: +12146131541
Official website: https://www.strongbridge.com/