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Inflation Data Bolsters Case for Fed’s Wait-and-See Approach
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Whether you're fresh out of college, well on your way to living your dream or eagerly approaching retirement, make sure you're financially prepared to achieve a lifetime of goals. Spencer Hershey Jr and his team can help you reach your goals with a personalized financial plan.
Spencer and his team will apply time-tested strategies, provide expert advice and make recommendations based on your priorities. And as your circumstances and priorities change over time, they will work with you to revise your plan so you can meet each of life's challenges head-on, and celebrate your accomplishments along the way.
What can you expect when you work with us? Learn more about our financial planning philosophy and process.
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. Forbes “Top Next-Generation Wealth Advisors” list, (August 2024). Research & ranking developed by Shook Research, LLC. Based upon data as of 3/31/2024. Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success.
As someone who runs a business, your expertise is your strength. It's the engine that drives your growth and sets your business apart. With something as crucial as the success of your business, doesn't it make sense to work with a company that also values expertise and strength?
Spencer Hershey Jr and his team work with business owners in Northeast Ohio throughout all stages of the business life cycle. From start-up to succession, our experienced financial professionals, specialists and advanced planning attorneys will help you build and implement the drivers that can create, grow and protect your business's value.
Best life insurance company for consumer experience, 2023. (NerdWallet)1
We're one of the Top U.S. Independent Investment Broker-Dealers.2
In dividends expected to be paid in 2025.3
AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4