Northwestern Mutual
Manchester
Find a financial advisor in our Manchester office.
How it works: Tell us about yourself, see your best matches, then connect with your top pick.
Already working with someone? Find them here
Directory for financial advisors and representatives
REFINE:
Expertise
Certifications
Languages
Last Name
Showing 17 advisor(s) and rep(s)
CFP®
Visit my websiteExpertise: Financial Planning, Retirement Planning, Wealth Management, Investment Strategies, Disability Income Planning, Life Insurance Planning, Education Funding
Languages: English
Location: Woburn MA, 01801
FINRA BrokerCheck
MBA
Visit my websiteExpertise: Business Continuation Planning, Business Risk Management, Business Succession Planning, Business Valuation Planning, Disability Income Planning, Education Funding, Employee and Executive Benefits Planning, Estate Planning, Financial Planning, Life Insurance Planning, Retirement Planning, Special Needs Planning
Languages: English
Location: Woburn MA, 01801
FINRA BrokerCheck
CFP®
Matt grew up in Dedham, MA and graduated from UMass Amherst. As a finance major and former college intern of Northwestern Mutual, Matt has spent his career in the financial services industry. He and his wife Katie reside In Peabody, MA after spending the last decade in Charlestown, MA. In the summer, you can find Matt at the beach with friends and family or playing golf somewhere in New England.Visit my websiteExpertise: Long Term Care Planning, Disability Income Planning, Employee and Executive Benefits Planning, Estate Planning, Financial Planning, Investment Strategies, Life Insurance Planning, Qualified Plan Benchmarking, Qualified Plan Design Assistance, Qualified Plan Employee Education, Qualified Plan Fiduciary Education, Retirement Income Planning, Retirement Planning, Business Risk Management
Languages: English
Location: Woburn MA, 01801
FINRA BrokerCheck
Expertise: Financial Planning, Retirement Planning, Life Insurance Planning, Education Funding, Long Term Care Planning, Disability Income Planning, Business Risk Management, Business Succession Planning, Business Valuation Planning, Employee and Executive Benefits Planning, Estate Planning, Special Needs Planning, Business Continuation Planning
Languages: English
Location: Woburn MA, 01801
FINRA BrokerCheck
J.D., RICP®
My clients say what they find most valuable from our relationship are the tax efficient strategies we leverage and creative plans we build to help them protect and grow their wealth. My passion is helping families plan confidently, and our goal is to develop a long-term partnership with clients to accomplish their financial goals.Visit my websiteExpertise: Financial Planning, Retirement Planning, Education Funding, Life Insurance Planning, Disability Income Planning, Estate Planning
Languages: English
Location: Woburn MA, 01801
FINRA BrokerCheck
CLU®, ChFC®, CFP®
Visit my websiteExpertise: Fee-Based Financial Planning, Wealth Management, Education Funding, Estate Planning, Financial Planning, Retirement Planning
Languages: English
Location: Woburn MA, 01801
FINRA BrokerCheck
CLU®, ChFC®
Tim was born and raised in the greater Boston area. When he's not in the office or out meeting with clients, he enjoys spending time with friends and family. Tim is an avid sports enthusiast and volunteer at his local YMCA coaching basketball. He is also passionate about protecting our environment and creating a sustainable future.Visit my websiteExpertise: Estate Planning, Business Risk Management, Retirement Planning, Retirement Income Planning, Financial Planning, Business Continuation Planning, Business Succession Planning, Disability Income Planning, Education Funding, Long Term Care Planning, Investment Strategies, Life Insurance Planning
Languages: English
Location: Woburn MA, 01801
FINRA BrokerCheck
Expertise: Financial Planning, Retirement Planning, Education Funding, Employee and Executive Benefits Planning, Estate Planning, Business Succession Planning, Life Insurance Planning, Disability Income Planning, Business Risk Management, Business Valuation Planning, Special Needs Planning
Languages: English
Location: Woburn MA, 01801
FINRA BrokerCheck
J.D.
Visit my websiteExpertise: Business Continuation Planning, Business Risk Management, Business Succession Planning, Business Valuation Planning, Disability Income Planning, Education Funding, Employee and Executive Benefits Planning, Estate Planning, Financial Planning, Life Insurance Planning, Long Term Care Planning, Retirement Planning, Special Needs Planning
Languages: English
Location: Woburn MA, 01801
FINRA BrokerCheck
Expertise: Life Insurance Planning, Disability Income Planning, Financial Planning, Education Funding, Investment Strategies, Retirement Planning, Estate Planning
Languages: English
Location: Boston MA, 02108
FINRA BrokerCheck