Northwestern Mutual
Oswego
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Showing 14 advisor(s) and rep(s)
CFP®, CLU®, ChFC®
Visit my websiteExpertise: Estate Planning, Financial Planning, Retirement Planning, Employee and Executive Benefits Planning, Long Term Care Planning
Languages: English
Location: Oswego NY, 13126
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MSFS, CLTC®, CASL®, CLU®, ChFC®
Cliff Davis is most enjoyable to work with. He's honest, patient, willing to listen, and has a warm down home manner. He has a quick wit and a lovable, quirky, sense of humor. Easy to work with, yet his technical financial planning expertise is one of a kind. He has earned a Masters in Financial Services Degree. Cliff believes it'd be smart to meet him.Visit my websiteExpertise: Retirement Planning, Financial Planning, Wealth Management, Long Term Care Planning, Education Funding
Languages: English
Location: Watertown NY, 13601
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CLU®, CLF®
Visit my websiteLanguages: English
Location: Oswego NY, 13126
FINRA BrokerCheck
CLU®, ChFC®, RICP®
Trevor and his team will deliver a concierge-style of service to help you achieve your financial goals. He takes the time to get to know each client on a personal level, and will help them implement a strategic plan for long-term success.Visit my websiteExpertise: Financial Planning, Retirement Planning, Wealth Management, Retirement Income Planning, Estate Planning, Investment Strategies, Employee and Executive Benefits Planning, Life Insurance Planning, Disability Income Planning, Long Term Care Planning, Education Funding, Special Needs Planning
Languages: English
Location: Watertown NY, 13601
FINRA BrokerCheck
CLTC®, MBA
Visit my websiteExpertise: Business Risk Management, Life Insurance Planning, Retirement Planning, Education Funding, Disability Income Planning, Long Term Care Planning, Wealth Management
Languages: English
Location: Watertown NY, 13601
FINRA BrokerCheck
Expertise: Retirement Planning, Life Insurance Planning, Financial Planning, Education Funding, Disability Income Planning, Business Risk Management, Business Continuation Planning, Business Succession Planning, Business Valuation Planning, Employee and Executive Benefits Planning
Languages: English
Location: Watertown NY, 13601
FINRA BrokerCheck
Expertise: Financial Planning, Investment Strategies, Life Insurance Planning, Retirement Income Planning, Retirement Planning, Business Succession Planning, Business Risk Management, Employee and Executive Benefits Planning, Wealth Management
Languages: English
Location: Potsdam NY, 13676
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MBA
Visit my websiteExpertise: Life Insurance Planning, Financial Planning, Retirement Planning
Languages: English
Location: Potsdam NY, 13676
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CFP®, ChFC®, CASL®, RICP®, CLU®
We are willing and eager to take total responsibility for our clients' complete financial security planning. In order to fulfill this obligation, we have to have deep and personal relationships with our clients. Our goal is to provide the highest level of competence and quality in the work we do, and we must make certain to be in contact with our clients is ideally suited to their planning needs.Visit my websiteExpertise: Estate Planning, Financial Planning, Retirement Planning, Disability Income Planning, Long Term Care Planning, Employee and Executive Benefits Planning
Languages: English
Location: Phoenix NY, 13135
FINRA BrokerCheck