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5 Times You’ll Be Able to Teach Your Kids About Money Management
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Your vision, values, beliefs...
Is where the conversation begins. Let's talk about what it means to be financially secure. We can help you create a personalized financial plan with a firm foundation in your beliefs.
Achieving financial security takes more than creating a comprehensive plan - you also have to take action and be willing to evaluate and adjust the plan as needed. Together, we’ll create a timeline to help protect you and your family now, and execute the steps necessary to respond to whatever life brings.
Well diversified investment portfolios will provide similar returns over time. Investment advisory fees are generally quite comparable. Where is the differentiation? The answer is in the service you are receiving along with your written plan.
Let's start the conversation today.
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.
Client Testimonial
“I have worked with Nick Stamboulis for a number of years. His knowledge of the financial markets, creativity, and focus on what is best for his clients is what I admire most about working with Nick. He cares deeply about his clients, and I know my family is in very good hands.”
Client Testimonial
"I have been doing business with Nick Stamboulis for almost 15 years. Nick has helped me and my family plan for the worst-case scenarios but has made this process easy and unemotional. Nick has also helped me with my companies' needs to ensure that we have a plan in place to both cover our key people with insurance and provide retention options. He has come up with creative ways to help ensure key people have retention plans in place to ensure that the team stays as long as possible with payment options/bonuses. Keeping key people in place until retirement and perhaps beyond is required to help maintain the companies' integrity into the future. Providing me with these options has helped reduce some uncertainty in both my personal and professional life. I would highly recommend that people talk to Nick to help them with their needs."
Client Testimonial
“My wife and I are Nick Stamboulis’ clients and I have had the privilege of knowing him for over fifteen years. Nick is an honest, ethical, trustworthy and a highly knowledgeable professional. He thoroughly explains the pros and cons of any financial decision and always has his clients’ best interest at heart. I have recommended Nick to my family and friends and would be delighted to do so in the future. In doing so, I feel that I am helping others.”
Client Testimonial
“Nicholas take the time to clearly understand our business needs and objectives in order to suggest products, plans or services to meet the stated goals. Nicholas is involved throughout planning, implementation, and beyond.”
Client Testimonial
"My name is David Archilla and I am the President of Becon, Inc. and I am also the Chairman of the Board of Lea's Foundation for Leukemia Research, Inc. I met Nick during our charity work as he is also a founding board member. I learned about his character while we were working shoulder to shoulder raising funds to find a cure for Leukemia. Professionally, Nick Stamboulis works for NMW and is the agent of record for Becon's 401k program. Nick has performed very diligently and is always on top of market trends. Nick meets with us on a quarterly basis to review our plan or sooner based on market conditions that may be of concern to our employees. Nick communicates very well with our 70 employees and has developed one on one relationships with all that need his assistance. He helps us to negotiate the best rates with the best 401k providers in that sector. I recommend Nick to any business requiring 1st class service from an agent..."
Client Testimonial
“Nick truly cares about our success. He is approachable and very responsive to our needs. We appreciate that he takes the time to meet one-on-one with all of our employees regarding our 401k plan. Nick Stamboulis has proven to be a valuable business partner.”
Client Testimonial
“Nick Stamboulis is a true professional that has always had out best interests in mind…client 27 years.”
Client Testimonial
My wife Nancy and I have been Life and Disability insurance clients of Nick Stamboulis for the last 10 years. Nick does a fabulous job educating us about our existing coverages as well as potential products we should be considering as we get older, and our family situation evolves. Nick has deep subject matter expertise that we have benefited from greatly over the years. Maybe most importantly, Nick has become one of our families most trusted advisors. In addition to being an amazing insurance professional, Nick is an equally amazing person who gives back to his community through active participation in several charities and foundations. We are happy to call Nick a trusted advisor as well as a friend.
Client Testimonial
Nick Stamboulis did an incredible job for us in obtaining corporate life insurance on partners who had difficulty doing so previously. Our accounting firm referred us to Nick. Through his experience, creativity and relationships with the various carriers, he was able to arrange for us to get all the coverage we needed at preferred premiums. Our previous agent was unable to do what Nick did for us. I would heartily recommend Nick to anyone who is looking to work with an advisor/agent who has the skills to work outside the box to accomplish your goals.
Client Testimonial
Nick is always prepared and informed, not only to review my portfolio but also to discuss trends in the marketplace and all of my insurance needs. I value his expertise greatly as a friend and a financial advisor.
Client Testimonial
Nick's attention to detail, his availability and his knowledge of the insurance, investment industry, is why I depend on Nick and his team. I could not imagine relying on anyone else for my investment needs. I trust and respect Nick in all he has done for me over the years. I love the way he educates me on questions and issues I have. One of the best in the business.
Client Testimonial
Nick Stamboulis is an intelligent, personable and very helpful representative of NWM Insurance Company. I highly recommend him to help manage my desires for good conservatize, profitable decision making. He is very helpful and not a "must do" person. I am a retired ophthalmologist, 40 years of practice in Vernon.
Client Testimonial
I have known Nick Stamboulis for 20 years. He is kind, patient, compassionate, and trustworthy. He designed plans for both my wife and myself. When my wife passed away, we were able to move the components together. In addition, Nick followed up with many solutions that worked well for my situations. Nick is a competent advisor as well as a personal friend. He has been here for me for the past 20 years. The best.
Client Testimonial
I have been a client of Nick Stamboulis for almost 35 years. It is almost impossible to explain how much his advice and guidance has helped me and my family over those decades. When you are barely 30 and an advisor recommends various products, it's tough to justify that expense. When, years later, an illness forced me out of a beloved career, I was very glad that I took his excellent recommendations. He helped me throughout that difficult time. More recently, as I approach retirement age, I again put my trust in Nick and NWM for advice and strategies. His guidance has allowed me to maintain my financial security well into my future. Nick is the very best kind of advisor. Kind, thoroughly knowledgable, very compassionate and a consummate professional! He and his team get my strongest recommendation.
The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.