About My Practice
I have owned and operated New England Wealth Advisors, along with my wife Karen, for the past 25 years. My firm offers a full range of Financial advisory services that allow us to develop and implement solutions to the comprehensive Financial planning needs of our clients. At NEWA we strive to help individuals, business owners, private industry and nonprofit organizations organize their financial matters in an effort to move them towards achieving their long-term financial objectives. Please visit my company website to view my qualifications and the products and services that we offer.
Securities offered through Securities America, Inc. Member FINRA (www.finra.org)/SIPC (www.sipc.org). Donald M. Roy, Branch Manager & Registered Representative. Advisory Services offered through Securities America Advisors, Inc., Donald M. Roy, Financial Advisor. New England Wealth Advisors and the Securities America companies are unaffiliated.
Security Licensed in NH, MA, ME, VT, FL, AZ, CO, CT, IN, MI, NC, NJ, NY, PA, SC
Insurance Licensed in NH, MA, ME, FL
Advisory Licensed in NH
*Registered Branch Location: 255 Daniel Webster Highway, Merrimack, NH 03054
*Securities America and its representatives do not provide tax or legal advice. Please consult a qualified professional for these services.
Experience
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 24, 63
Insurance Licenses
Life insurance: NH,MA,ME, Health/disability insurance: NH,MA, Fixed annuities: NH,MA,ME,FL, Variable annuities: NH,MA,ME
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - cfs,rfc, CFS, RFC
Broker-Dealer Affiliation
Securities America, Inc.
Broker-Dealer Disclaimer
Securities offered through Securities America, Inc. Member FINRA/SIPC, Donald M. Roy, Registered Representative
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
