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Breaking News
2008 Securities America Masters Forum Don will be attending the Securities America Advanced Advisors Conference at the University of Chicago April 29 & 30th. Don is attending the Advanced Advisors Conference to increase his knowledge of the Symmetry strategy, including the importance of financial science and engineered asset allocation in portfolio construction. The presenters will be a variety of asset management professionals from Symmetry as well as some of the most respected investment professionals and academics affiliated with Dimensional Fund Advisors, a mutual fund manager renowned as a pioneer in introducing asset class strategies. Throughout this time the office will be fully staffed and available to help with all your needs. Don will be in contact with them daily.
Maine Office Hours Don has added new office hours in York, ME. He will be available on Wednesdays and Fridays at 279 York Street, Unit 2 York, ME 03909. Appointments can be made by calling Laurel in the Merrimack, NH office at 603-429-0968.
New Client Resource We are pleased to announce a new and exciting resource available to our clients called Albridge Wealth Monitor. Albridge Wealth Monitor is your source for consolidated account information. Wealth Monitor Financial Statements allow you to easily consolidate and organize your investment accounts and view an in-depth report summarizing your financial holdings. Access WealthMonitor Financial Statements anytime from anywhere in the world through this link https://wm.mainaccount.com/ .
________________________________________________________________________________ Welcome to our website where there is an abundance of resources for you to explore. You can view your investment accounts online by using the useful links button. You can research investments or use one of our many financial planning calculators. You can also see how the various stock market indices performed today and create and track your own investment portfolio. Please feel free to e-mail a question or comment to our office. We will respond just as quickly as possible. Use this site as a resource. I created this site for you, my clients, friends and associates. Come back often and visit as there will always be something new for you to explore. Enjoy your visit!
New England Wealth Advisors 255 Daniel Webster Highway Merrimack, NH 03054-4807 Phone: 603-429-0968 Fax: 603-429-9436
We are registered to conduct business with residents of the following states Arizona, Connecticut, Florida, Georgia, Maine, Massachusetts, Maryland, Michigan, New Hampshire, New York, North Carolina, South Carolina, Vermont. This website is not to be construed as a solicitation to sell securities in states which it is not properly licensed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Securities offered through Securities America, Inc., member FINRA /SIPC , Donald Roy and Thomas Van Loon, Registered Representatives and Advisory services offered through Securities America Advisors, Inc. an SEC registered investment advisory firm, Donald Roy and Thomas Van Loon, Investment Advisor Representatives. New England Wealth Advisors, 255 Daniel Webster Highway, Merrimack, NH 03054-4807 Phone: 603-429-0968. New England Wealth Advisors and the Securities America companies are not affiliated.