Empowering People to Achieve Their True Potential

Growth  -  Integrity  -  Leadership  -  Passion  -  Mutual Respect

 


Vision Statement

We are driven by our mission of helping people make good decisions with money.  Grounded in our values of family, integrity, freedom, excellence and charity we are a destination for those seeking quality advice for their financial well-being.  Our clients view us as an important part of their life and are thankful for our relationship. 

Our team is the face of the firm as our clients seek advice from our collective group.  We work together to achieve results for clients and personal freedom for our associates.  

We are guided by the compass and not the clock.  Our firm has people and process that ensures continuity for generations. 


Insurance

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

Investments

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

401k

For 401k related assistance, please contact Tanessa Spann or Nicholas Heintz

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

 

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

Wealth Management Advisor

Largest Dividend Payout In Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history. Read more.

Retirement And Taxes: How To Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more.

A Guide To Your Finances In Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how.

 

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