255 Daniel Webster Highway
Merrimack, NH 03054-4807

Don Roy, CFP®, CFS, RFC

(603) 429-0968

 
Making Your Tax Bracket Work Making Your Tax Bracket Work The Cost of Procrastination The Cost of Procrastination Exit Strategies of the Rich and Famous Exit Strategies of the Rich and Famous

Welcome

At New England Wealth Advisors we offer investment and financial planning services to individuals, business owners and non-profit organizations through our relationship with Securities America, Inc. and Securities America Advisors, Inc. Pictured to the right is our office building located at 255 Daniel Webster Highway, Merrimack, NH 03054. Our regular office hours are M - F, 8:30 AM - 4:30 PM, however, our appointment schedule has extended hours. For more information please call our office at (603) 429-0968.

 
Office Update


In addition to the NEWA Wealth Portal resource that we recently introduced to clients, we have two new planning resources available. The first is Social Security Wise, which is an educational resource for helping to maximize Social Security benefits. The second is a One Click Health Estimator, which can provide cost estimates for health conditions mapped to different age levels.

Don recently attended an event in Boston, MA sponsored by Hartford and presented by Wellington where he was updated on Global Markets, Fixed Income options and also a discussion on emerging markets.

Don also just returned from the Transamerica Coaching Forum held in Baltimore, MD where he heard from Joseph Coughlin, PhD Director of MIT Age Lab about New Age Advice.  Additionally he heard from Aegon USA Investment Management on Global Market updates.

Don was recognized at the American Culinary Federation Professional Chefs of NH annual event as Business of the Year 2013 for the assistance he has been able to provide to the organization.

We are proud to be a sponsor of the Gateways Community Services Award and Recognition breakfast as well as a contributor to Genesis Behavioral Health for National Mental Health Month in May.

Quote

“Small efforts, over time produce massive results. Ayn Rand”



 

 

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