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.

401k

For 401k related assistance, please contact Tanessa Spann.


Administrative Assistant/Client Website Administrator

For administrative or client website related assistance, please contact Lauren Bell.

                                                                             
Recruiting

For employment opportunity or an internship for yourself or anyone you know please contact Ashley Sherman.

 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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Our Strength is Your Strength

For more than 160 years, we’ve been there for people when they need us most, through all economic conditions. We’re pleased to announce that 2017 was another strong year. Read more.

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

See what our version of financial planning looks like.

Learn More

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