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

 

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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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Tax Identity Theft Awareness - Protecting Yourself from Tax Identity Theft

Submitted by Neville & Associates on February 18th, 2021

Tax identity theft is when someone steals your Social Security Number, files a tax return with your number, and directs a refund to their own bank account. In other cases, this type of identity theft may involve a scam artist calling on the phone, pretending to be a rep from the Internal Revenue Service (IRS), and demanding payment over the phone.

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8 Tips for Finding Balance Between Work and Life

Submitted by Neville & Associates on February 1st, 2021

It is no secret that the typical American is working long hours with little respite compared to other countries with large economies. Full-time employees report an average work week of 47 hours and four out of 10 American workers say they work over 50 hours a week.

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Tax Planning Basics

Submitted by Neville & Associates on February 1st, 2021

For years it was assumed that tax planning was reserved for the wealthy. While wealthy individuals will see the most benefit from tax planning, with big changes looming for the 2018 tax year, even middle-income earners can reap the benefits of tax planning.  

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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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