Forbes has again recognized Edward Mandrin as one of the top
financial security professionals in New York. Many thanks to our
hardworking team, amazing clients, and partnership with Northwestern
Mutual. This wouldn’t have been possible without you.

forbes

Forbes Best-in-State Top Financial Security Professionals list (July 2024), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 12/31/2023. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists.  NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s).  Rankings and recognitions are no guarantee of future investment success. 

forbes

Forbes Best-in-State Top Financial Security Professionals list (July 2023), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 12/31/2022. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists.  NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s).  Rankings and recognitions are no guarantee of future investment success. 

A Fresh Approach to Planning

The key to financial planning is to acknowledge its relevance and embrace a process. Most people have various pieces of their plan in place, but not in a complimentary or comprehensive manner. They may purchase an insurance policy from one advisor, have a brokerage account with another, and multiple retirement accounts from prior employers. Ultimately, this type of piecemeal planning can be inconsistent, complex, and may leave many questions unanswered. Do I have sufficient resources earmarked for retirement? Will my family be alright? Am I being efficient or have I missed something altogether?

We implement a holistic financial planning process that is tailor-fit to an individual's goals and objectives. This type of hands-on approach allows us to have an intimate understanding of our clients’ needs. By doing so, innovative ideas and proper recommendations can be made throughout the various stages in life. The end result provides a methodical strategy that allows our clients to have peace of mind - in good times and in bad.

Over the past 20 years, our team has established a dynamic approach to financial planning. Using our expertise, we carefully help to guide people through the process with clarity and transparency. We confidently assess any given situation presented and address concerns while reinventing the client-advisor experience. The professional relationships we establish provide us with the ability to efficiently grow, protect, and distribute wealth.

It would truly be our pleasure to empower you with the knowledge to reach your goals, establish your financial future, and help you live the life you want to lead.

My Mission

My mission is to provide expert tailor fit guidance to every client, consistent with their goals and objectives. Conducting business with a fierce emphasis on trust, honesty, integrity, and always placing my clients interest first.

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

Boost your financial knowledge.

Here are my areas of expertise

Financial Planning

Insurance Protection Strategies

Life Insurance Strategies

Retirement Planning & Income Strategies

Education Planning & Funding

Disability Planning

Multigenerational Planning

Estate Planning