Donald M. Roy,  CFP<sup>&reg;</sup> - Financial Advisor

Donald M. Roy, CFP®

CFS, RFC

Principal

New England Wealth Advisors

New England Wealth Advisors, 2 Commerce Drive, Suite 207
Bedford, NH 03110
FINANCIAL ADVISOR'S WEBSITE
(603) 429-0968

General

Donald Roy is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at New England Wealth Advisors in Bedford, NH and the surrounding communities.

Financial Advisor Experience

Owned independent firm since 1987

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - cfs,rfc, CFS, RFC

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

Securities America, Inc.

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Banking, Annuities, Buying a Home, Asset Allocation, Investment Management, Getting Divorced, Employee Benefits, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth, Men's Finances, Nontraditional Households, Women's Finances

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