Directory for financial advisors and representatives

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Showing 11 advisor(s) and rep(s)

John Carr

CLU®, ChFC®, CASL®

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Expertise: Employee and Executive Benefits Planning, Education Funding, Long Term Care Planning, Special Needs Planning, Disability Income Planning, Investment Strategies, Life Insurance Planning

Languages: English

Location: Moosic PA, 18507

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Derek DeSantoDerek joined Northwestern Mutual in 2010 and works with individuals, families and businesses. He assists his clients by providing a comprehensive plan and solutions that are tailored to their unique needs and situations in life. Derek specializes in developing risk management and wealth accumulation strategies that are designed to achieve periodic goals that are most important to them.Visit my website

Expertise: Business Continuation Planning, Business Risk Management, Business Succession Planning, Estate Planning, Financial Planning, Retirement Planning, Special Needs Planning, Investment Strategies, Life Insurance Planning, Long Term Care Planning, Disability Income Planning, Education Funding, Employee and Executive Benefits Planning

Languages: English

Location: Moosic PA, 18507

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Joe Enten

M.S.

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Expertise: Financial Planning, Long Term Care Planning, Life Insurance Planning, Investment Strategies, Retirement Planning

Languages: English

Location: Moosic PA, 18507

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Anthony GrilliniAnthony has been with Northwestern Mutual helps clients save money efficiently & define financial security for themselves. Anthony enjoys hearing about his clients goals personally & professionally and formulates a financial plan around what each person wants to accomplish short-term & long-term. Anthony is a former Division 1 athlete & married to Meg.Visit my website

Expertise: Business Continuation Planning, Business Risk Management, Business Succession Planning, Business Valuation Planning, Estate Planning, Financial Planning, Qualified Plan Benchmarking, Qualified Plan Design Assistance, Qualified Plan Employee Education, Qualified Plan Fiduciary Education, Retirement Income Planning, Retirement Planning, Special Needs Planning, Investment Strategies, Life Insurance Planning, Long Term Care Planning, Disability Income Planning, Education Funding, Employee and Executive Benefits Planning

Languages: English

Location: Moosic PA, 18507

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Donald Langdon

CFP®, ChFC®

I was born and raised in NEPA and I am a dad, a husband, and a former professional baseball player. My specialty is making complex topics easy to understand and easy to take action on. I believe that there are no "dumb" questions and I have found that working with my clients over time has given them the confidence to recognize and help achieve their financial goals.Visit my website

Expertise: Wealth Management, Private Client Services, Financial Planning, Investment Strategies, Retirement Planning, Education Funding, Estate Planning, Life Insurance Planning, Disability Income Planning, Long Term Care Planning

Languages: English

Location: Moosic PA, 18507

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David OswellVisit my website

Expertise: Retirement Planning, Business Continuation Planning, Financial Planning, Disability Income Planning, Life Insurance Planning

Languages: English

Location: Moosic PA, 18507

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Kevin Palmiter

CLTC®

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Expertise: Financial Planning, Business Risk Management, Retirement Planning, Life Insurance Planning, Disability Income Planning, Education Funding, Employee and Executive Benefits Planning, Long Term Care Planning, Business Continuation Planning, Investment Strategies

Languages: English

Location: Moosic PA, 18507

FINRA BrokerCheck

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