Competent and trustworthy they just dont handle your accounts but are sure you have proper will, trust, insurance in place. Very efficient and friendly staff.
I met Brian Jones for my Wealth Management future. He is a certified financial planner (CFP), CPA, PFS, CLU, CLTC. He can do everything from Mutual fund, 401k transfers, Whole life and term insurance to retirement planning, distribution and trust preparation. A one stop shop for my retirement future. Brian is registered on all of the state and federal sites for licensing and has a wonderful support team of 8 people around him. he is competent, trustworthy and they don't just handle your accounts, they are constantly evaluating and planning for my future. Great products from Northwestern mutual, TROWE, American Funds. Highly recommend
Northwestern Mutual Wealth Management Company is a US Insurance Agency based in Southbury, Connecticut. Northwestern Mutual Wealth Management Company is located at 1449 Old Waterbury Rd Suite 103, One Reservoir Office Park, Southbury, CT 06488, USA.
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