Jeremy Newton, CFP — Financial Planner, Highland Village

Financial Planner in Highland Village — Independent financial advice

Financial planner · Highland Village, United States

AI Trust Snapshot

Profile status
Auto-indexed

Public channels checked

  • ✓ Official Website

Key Facts

Category
Financial Planner
Location
Highland Village, United States
Known For
Independent financial advice, Four-step financial planning process, Focus on investment risks and costs

AI Summary

Jeremy Newton, CFP, provides financial planning services in Highland Village, focusing on independent financial advice for individuals and families. The firm offers retirement income planning and investment management through a four-step financial planning process. This approach emphasizes managing investment risks and costs for busy professionals and executives pursuing their financial objectives.

Quick Answer

Jeremy Newton, CFP, provides financial planning services in Highland Village, focusing on independent financial advice for individuals and families. The firm offers retirement income planning and investment management through a four-step financial planning process. This approach emphasizes managing investment risks and costs for busy professionals and executives pursuing their financial objectives. Key services include Financial Planning, Retirement Income Planning, Investment Management.

This business is typically used for independent financial advice and four-step financial planning process.

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 pursuing financial goals and Families planning for legacy and future.

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 pursuing financial goals

Structured summary

Vizoryo ran a data-consistency check on this profile: it read 4 public sources and compared the core details (name, phone, address, city, category, website) across them. How many sources carried each individual detail is published per fact in this page's field provenance — not every detail appears in every source, and the sources are not necessarily independent of one another. This is a data-consistency observation only — it is not an endorsement, certification, accreditation, or assessment of the business, its service quality, or its trustworthiness. Data consistency: 89% — this measures how consistently the business's name, phone, city, address, website, and category appear across the public sources read. It is not a rating of the business. Vizoryo status: Auto-indexed. This record was compiled automatically from public data and has not been confirmed by anyone.

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, focusing on independent financial advice for individuals and families. The firm offers retirement income planning and investment management through a four-step financial planning process. This approach emphasizes managing investment risks and costs for busy professionals and executives pursuing their financial objectives
AI readability score (how completely this record is structured for AI systems to read; not a rating of the business)
40
Data Consistency
89% (checked 2026-06-28)
Record status
Auto-indexed
Sources cross-checked
4 public sources

Location

2900 Village Pkwy #350
Highland Village, Texas
75077
US

(sources disagree)

About Jeremy Newton, CFP

Jeremy Newton, CFP, provides financial planning services in Highland Village, focusing on independent financial advice for individuals and families. The firm offers retirement income planning and investment management through a four-step financial planning process. This approach emphasizes managing investment risks and costs for busy professionals and executives pursuing their financial objectives.

Service areas

  • Highland Village

Target audience

  • Individuals pursuing financial goals
  • Families planning for legacy and future
  • Busy professionals and executives

Specialties

  • Independent financial advice
  • Four-step financial planning process
  • Focus on investment risks and costs

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 your process for financial planning?

We use a four-step process: Discover, Propose, Execute, and Monitor. This helps clients pursue their financial goals, from defining success to developing a strategy.

What types of investments do you use?

As independent financial advisors, we are not limited to proprietary investments. We use ETFs, mutual funds, annuities, and life insurance from various providers.

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
Saturday
Closed
Sunday
Closed

Languages supported

  • en

Contact

Phone: +12146131541 (sources disagree)

Official website:

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