Daniel B Jones, CLU®, ChFC®, CFP®, RICP®

Wealth Management Advisor

 

Empowering People to Achieve Their True Potential

Growth  -  Integrity  -  Leadership  -  Passion  -  Mutual Respect

 


Our team is a highly respected, sought after group of professionals in the Mohawk Valley.  We live by the motto that we only do well when we do good for others.  We help our clients feel, and achieve, their own definition of financial security because of the advice and service we provide. 


Insurance

For Insurance related assistance, please contact Mallory Terns or Elisa Gigliotti.

Investments

For Investment related assistance, please contact Rebecca Wheelock or Elisa Gigliotti.

401k

For 401k related assistance, please contact Tanessa Spann.

Recruiting

For an Internship opportunity  for yourself or anyone you know please contact Allison Webb.

For an Employment opportunity for yourself or anyone you know please contact Dana DiNigro.

 Binghamton Office

For Service in our Binghamton office please contact Theresa Price.

  Check out Themint.org developed by the Northwestern Mutual Foundation, the award winning website that provides tools to help parents and educators teach children to manage money wisely and develop good financial habits. 

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#IfItWasUpToMyKid

Home is where the greatest moments are shared and where the most valuable and meaningful memories are made. But sometimes, life happens. From technology and social media to work-life imbalance to competing schedules, families can struggle to be present and connect on a more personal level at home.

This fall, Northwestern Mutual wants families to find that connection at home again. Parents can submit a video or photo of their kid's ultimate home experience inspiration — the bigger, the more out-of-the-box, and the more imaginative the ideas, the better — and we may just ring your doorbell to make your dream a reality!

To enter:  Join the conversation on social and enter to win with #IfItWasUpToMyKid! 

Learn more and submit your entry here now.

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

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Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck