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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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Manage The Changing Face Of Life

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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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Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations.

 

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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

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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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What Should Small Business Owners Know About Data Privacy Obligations?

Submitted by Neville Associates on December 27th, 2022

Each year, some of the biggest companies in the world fall victim to data breaches—in 2020, this list included Microsoft, Facebook, and Instagram. But just because small businesses aren't dealing with billions of electronic records like Amazon or Google doesn't mean they aren't just as vulnerable to data breaches.

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College Cost Data for 2022-2023 School Year

Submitted by Neville Associates on December 27th, 2022

Every year, the College Board releases  new college cost data and trends in its annual report. The figures published are average cost figures based on a survey     of approximately 4,000 colleges across the country.

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Don't Miss Out on These 5 Commonly Overlooked Tax Deductions

Submitted by Neville Associates on December 27th, 2022

When you own a business, you get to deduct business expenses from your business income. This general rule applies, subject to certain limitations, whether you are a sole proprietor with employees or a self-employed freelancer working in the gig economy. The Internal Revenue Service (IRS) allows you to claim tax deductions for expenses that are necessary and ordinary for your business.

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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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