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The following presentation by New England Capital Financial Advisors, LLC (“NECFA”) is intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from NECFA or any other investment professional of your choosing. Please see additional important disclosure at the end of this penetration. A copy of NECFA’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at www.newenglandcapital.com.
Exciting News
Hi, this is Chris Beale, founder and senior advisor at New England Capital, with a few exciting announcements.
First, with another tax season behind us, I would like to thank all of our CPA friends that we partner with not only during the tax season but throughout the year on your behalf. I would certainly be remiss if I did not say thank you to the incredible team here at New England Capital who work especially hard for you through the tax season. Thank you all very much. Speaking of the team, I would like to welcome our two newest members.
Nicholas Lipka joined New England Capital last month. Prior to that, Nick worked for an e‑commerce firm, and he also worked for a tax and accounting firm as an intern while attending Eastern Connecticut State University. Nick graduated from Eastern with a finance degree and was a member of the Finance Club during his time there. He is passionate about working with clients to help them achieve their financial goals and enjoys researching and analyzing the markets to support smart decisions for their financial futures. In his spare time, Nick enjoys spending time with family and friends. He likes playing basketball, fishing, and listening to classic rock, and hopes to improve his golf game. Good luck with that, Nick—I’ve been trying that for the last 40 years!
Finally, my last announcement relates directly to the firm’s growth I’ve just described. After 24 years in South Meriden, we have outgrown our physical location. I signed a lease several months ago, and New England Capital will be relocating to Route 10 in Cheshire at 1781 Highland Ave. The office building is just down the road from the new shops at Stonebridge. While our name is already on the marquee signs, our build‑out is taking longer than we had anticipated. There is still much work to be done before we can move in. The tentative move‑in dates have been pushed back several times, and I’m not sure that the June 1 date is firm. We may have to push it back again. Rest assured, we will keep you posted on our progress.
Let me tell you what won’t change: our office hours will remain the same. There will be no disruption to your accounts and no change to the incredible advice and service that you’ve come to rely on over the years. We will continue to monitor the markets and manage your accounts. So stay tuned as we say our bittersweet goodbyes to South Meriden and say hello to our next exciting space down the road in Cheshire. Please watch for our open house announcement, which should come later this year.
I am deeply appreciative, and I have been truly blessed to be able to make a living doing what I love—and doing it with a team of people who mean so much to me. And I thank all of you who have followed me over the years, from the Hartford branch of the Wall Street firm where I started in 1983, to Alabama, where I served as branch manager of that Wall Street firm, and back to Connecticut in 1988 when I started New England Capital in my parents’ basement.
Thank you for continuing on this exciting journey with me!
IMPORTANT DISCLOSURE INFORMATION
Please remember that past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by New England Capital Financial Advisors, LLC [“NECFA”]), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from NECFA. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. NECFA is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the NECFA’s current written disclosure Brochure discussing our advisory services and fees is available for review upon request or at www.newenglandcapital.com. Please Note: NECFA does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to NECFA’s web site or blog or incorporated herein, and takes no responsibility for any such content. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Please Remember: If you are a NECFA client, please contact NECFA, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. Unless, and until, you notify us, in writing, to the contrary, we shall continue to provide services as we do currently. Please Also Remember to advise us if you have not been receiving account statements (at least quarterly) from the account custodian.