Mission Statement

Milestones like marriage, buying a home or having children will motivate families to work with a trusted advisor. For business owners, the need arises when it's time to implement a comprehensive benefits package for their employees.

Solutions that successfully manage the risks we face and help us accumulate wealth are essential if we are to reach our goals and realize the dreams we hold dear for ourselves and our families.

My mission is to provide realistic and affordable solutions that help my clients achieve their goals. The foresight to implement those solutions is the key to achieving financial security.

John M. Cortese, CLTC
Financial Advisor

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Create a Guaranteed Retirement Paycheck

People are living longer and need to create income that lasts a lifetime. Please watch this this video which explains how.

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

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