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Working Together to Create

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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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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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

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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 our team as a Registered Client Associate. She has both her Series 7 and 63 licenses with LPL Financail and has over 16...

Beverly Anzelmo

Registered Client Service Associate

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Hannah Scott joined our team in January of 2018 as a Client Service Associate and later transitioned into her current role as Marketing Associate...

Hannah Scott

Registered Marketing Associate

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Nick Romagnoli is our newest Client Service Associate. He graduated from Johnson & Wales University with his Bachelor’s degree in...

Nick Romagnoli

Client Service 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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Everything You Need to Know About the Social Security Trust Fund

Submitted by Neville Associates on March 6th, 2023

The Old Age and Survivors Insurance (OASI) benefits, known as Social Security, pay retirement and survivors benefits through The Social Security Trust Fund. The U.S. Social Security Administration oversees this fund. Social Security (SS) taxes and other income are deposited into the trust fund accounts, and SS benefits payout from them.

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Stocks and Bonds Before and After Taxes

Submitted by Neville Associates on February 27th, 2023

Investing in U.S. stocks and bonds is a popular way for individuals and institutions to grow their wealth and generate income. However, it is important to consider the impact of taxes on these investments before and after making them. In this article, we will discuss the various tax implications of investing in U.S.

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Financial Mistakes to Avoid in 2023

Submitted by Neville Associates on February 27th, 2023

Could you be losing money because of simple monetary mistakes? Avoid these money-wasting habits in 2023 to have more cash when you need it—or save it for a rainy day.

 

Failing to budget

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

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