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. 


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


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


For 401k related assistance, please contact Tanessa Spann.


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. 





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