255 Daniel Webster Highway
Merrimack, NH 03054-4807

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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


Tom VanLoon, a long time associate has decided to semi-retire. We are pleased to service his past clients and welcome the opportunity to assist them in any way. We are a full service Wealth Management firm able to provide several products and services and ask that you contact us with any of your financial planning needs.

We are happy to welcome Denise Gilbert, APA to our Retirement Plan Services Team. Denise comes to us with 10 years of retirement plan experience and is a valuable resource and assistant for our clients.

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.

Quote

“The greatest conflicts are not between two people but between one person and himself.” - Garth Brooks

 

 

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