Senior Investment Services Representative & Insurance Specialist at New England Wealth Advisors - Merrimack, NH, US
Founded by Donald M. Roy in 1987, NEWA provides comprehensive financial planning, implementation, and wealth management services to individuals and organizations.We'll help you describe your destination in achievable terms and establish milestones for measuring progress; chart a course that is likely to get you there on time, in a manner that's aligned with your values, risk tolerance, and context; and stay the course under most conditions but make principled adjustments as necessary.We've also unlocked the reasons this is easier said than done. So if you'd like a guide with 30 years' experience to help you navigate, we encourage you to schedule a complimentary Discovery Session._____DONALD M. ROY, CFP®Founder & Financial Advisor, New England Wealth AdvisorsRaymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. 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. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htmSecurities offered through Raymond James Financial Services, Inc., Member FINRA / SIPC. Investment advisory services offered through Boston Harbor Wealth Advisors, LLC. New England Wealth Advisors and Boston Harbor Wealth Advisors, LLC are not registered broker/dealers and are independent of Raymond James Financial Services.*Raymond James does not offer tax or legal advice or services. You should discuss any tax or legal matters with the appropriate professional.