No matter your situation or where you're starting from, our advisors will design a personalized financial plan to show you the right steps to take now, and down the road.
With Northwestern Mutual, you'll get a financial partner who really hears you—who listens to your concerns and guides you through them, so you know you'll make the best financial choices. Working together, you and your financial advisor will design a flexible plan tailored to your life and your needs. And as your priorities change, your advisor will be there every step of the way, adjusting your plan to keep your goals on track.
Here's what makes our financial advisors different
Our advisors can show you the right financial steps to take you closer to the life you've always wanted. Here's what you can expect when you work with one:
A judgment-free, pressure-free environment.
Jargon-free conversations
Help seeing your financial blind spots and ways to account for them
Answers to any questions you have, and the ones you never knew you had
Questions about financial advisors? We've got answers.
Anyone can benefit from expert financial advice—no matter where they're starting from. Our financial advisors will look at your big picture. They'll think of all the what-ifs so you don't have to and guide you through life events big and small, like paying for college, buying a house, getting married, having a baby, adopting a child, retiring or inheriting assets. Sound good? Get matched with an advisor today.
Our financial advisors will look at your big picture. They'll think of all the what-ifs so you don't have to, guiding you through life events big and small. From investment strategies that can help grow your money to insurance that can help protect what you've work so hard for, our advisors can show you the right financial steps to take you closer to the life you've always wanted.
We want to make sure you have the best experience possible. So we'll ask you a few questions about yourself, then we'll match you with an advisor who has the right expertise for your goals, experience working with other people like you, and has a good understanding of the area where you live. Let's get started. Connect with one of our financial advisors.
Our financial advisors have gone through special training to earn credentials indicating that they have the expertise to offer investment advice and insurance products to you. Our financial advisors will put your interests first. This means that any recommendations they make to you will be tailored to your specific needs, preferences, and financial circumstances. Want to talk with an advisor? Get matched with one.
It depends on your needs. Most of our advisors will design a financial plan at no cost to you. Some advisors may charge a fee for certain types of planning, but they'll let you know up front. If you're looking for ongoing investment advice and services, you'll pay a quarterly fee based on the value of the assets in your account. To get more details, talk to one of our advisors.
They sure can. No matter where you're starting from, our advisors can show you the right financial steps to take you closer to the retirement you want. They'll think of all the what-ifs so you don't have to and create a plan (at no cost to you) tailored from a range of top-rated financial solutions designed to give you the flexibility and confidence to reach your retirement goals. Ready to get started? Get matched with an advisor.
Nope. No matter your situation or where you're starting from, our advisors are here to show you the right financial steps to take to help you reach your goals. Ready to get started? Talk to an advisor.
Not currently. We value working with you to fully understand your needs and give you an accurate quote. Our advisors will show you what kind of insurance is right for you, and how much you'll need, to keep you and your family financially sound if the unexpected happens. Talk to an advisor about your needs. Connect with one today.
What clients have to say about our financial advisors
May not represent the experience of other clients and is not a guarantee of future performance or success.
What your first financial advisor meeting (and beyond) will be like
Talking about finances might not come naturally, and even if it does, your Northwestern Mutual financial advisor will be a good listener and keep the conversation easy to understand.
Talk about your goals and priorities
Your advisor will want to hear about any goals you have, where you see yourself in a year or two (or ten). And if you don't have all the answers, that's ok. They'll help you figure it out.
Understand where you're starting from
Having your financial basics handy will be helpful. Your advisor will want to know where you are financially, no matter where that is, so they can help make the most of what you have moving forward.
Get your tailored recommendations
Your advisor will design a plan (at no cost to you) tailored from a range of top-rated financial options designed to give you the flexibility and confidence to reach your goals now and later on.
Get matched with a financial advisor in four easy steps.
The Northwestern Mutual difference
97% of our policyowners stay with us year over year
The percentage of our policyowners who stay with us year over year1
164+ years strong through depressions, downturns, and pandemics
The number of years we’ve been there for our clients—through depressions, downturns, and pandemics.
Top 10 ranked investment service
We're one of the top U.S. Independent Investment Broker-Dealers.2
A++ financial strength rating
AAA, Aaa, and AA+—we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.3
Get our weekly email series filled with financial tips, tools, and more.
