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A Proactive Plan For a Confident Future

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations

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About Us

We are a financial service firm providing personally tailored services for individuals and families.

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Since 1984, we have been helping our clients work towards financial stability with our personalized approach to wealth planning, accumulation and preservation.

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There is no time like the present to prepare for your family’s financial well being! For a free, consultation, contact LPL Financial  - Richard & Amy Neville today at (603) 926-1189 or toll-free at (888) 346- 9234.

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Our mission is to assist our clients in making the best decisions for their financial future.

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As a firm, our focus is to understand your goals and develop a plan to pursue them.

 

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A strong planning process is an effective way to create a more financially secure plan.

 

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Investments can play a key role in your financial security plan.

 

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Insurance is essential to any comprehensive financial security plan.

 

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Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.

 

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Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile.

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Meet Our Team

Learn more about our amazing team of professionals and see what makes us different. We're here to help guide you in the right direction.

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Carol Neville began her Financial Planning career in 1984 and started her own firm in 1987. She ultimately brought her husband, son, and daughter...

Carol Neville

Company Founder (Retired)

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Harold Neville (Red) joined his wife Carol in the Financial Services business in September, 1987. Prior to the joint venture with his wife, he...

Harold Neville (Red)

LPL Branch Manager (Retired / Deceased)

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Rick Neville grew up in Hampton, NH and spent 20 years working for AT&T & Lucent Technologies. Since then, he has owned and operated...

Rick Neville

LPL Branch Manager

Amy Neville is a native of Plaistow, NH. Amy has a BS degree in Business Administration from Southern New Hampshire University and a certificate...

Amy Neville

LPL Registered Representative

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Bev Anzelmo has joined the LPL Financial team as a Registered Client Associate. She has both her Series 7 and 63 licenses through LPL...

Beverly Anzelmo

Registered Client Service Associate

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Hannah Scott is our newest Client Service Associate. She graduated from Salem State University with her Bachelor’s degree in Psychology...

Hannah Scott

Client Service Associate

Jenel Faro is the Sales and Marketing Assistant at Neville & Associates. Jenel graduated from Bay State College with an Associates Degree in...

Jenel Faro

Marketing Associate

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Blog & Events

Stay up to date with our latest financial news and events. Register today for one of our workshops or subscribe to our blog.

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How to Build a Retirement Plan

Submitted by Neville & Associates on January 5th, 2021

A recent survey revealed that four out of every 10 Americans don't believe they'll ever be able to afford to retire.1 But this pervasive belief may be too pessimistic.

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Tips for Tax Preparation

Submitted by Neville & Associates on January 5th, 2021

In 2020, the government gave taxpayers an automatic six-month extension due to the coronavirus. Individuals who were affected by the damaging wildfires were also given additional time to meet most tax deadlines. However, in 2021, the deadline for submitting your income tax return is likely to return to the regularly scheduled time slot on April 15.

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COVID-19 Stimulus, Round Two: What Should You Know?

Submitted by Neville & Associates on December 30th, 2020

After months of intense debate, the House and Senate voted to pass a second COVID-19 economic stimulus bill and the President has signed it into law.1 At a total cost of $900 billion, this 5,600-page bill1 contains everything from individual payments to taxpayers2 through increased broadband access3, all the way through funding for vaccine distribution.4

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One Merrill Industrial Drive Suite 15, Hampton, New Hampshire 03842 United States

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  • One Merrill Industrial Drive Suite 15, Hampton, New Hampshire 03842 United States
  • Phone: 603.926.1189
  • Email: jenel.faro@lpl.com

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