Furey Wealth Management and Insurance Services
Patrick T. Furey
Financial Advisor|CLU®, RICP®, CLTC®
Summit To New Heights of Financial Confidence!
Furey Wealth Management and Insurance Services
Our mission is helping business owners and professionals identify then achieve their financial goals. Our process integrates financial solutions while minimizing risk making sure your money lasts as long as you live including predictable retirement income and desired legacy to your loved ones.
Pat Furey started his career with Northwestern Mutual in 2011. It is important to Pat to always be learning to be a resource to his clients as their needs evolve. Pat and his wife, Stephanie, live in Medina and have two children, Kelsey and Mitchell.
Membership and Affiliations:
Medina Estate Planning Council, Medina, OH
Northeast Ohio Master Plumber Heating and Cooling Contractors
Lector and Eucharistic Minister at St. Martin's, Valley City.
Advisory Credentials:
Series 6, Series 63, Series 7, Series 66
Designations:
Chartered Life Underwriter (CLU®) is a financial professional with extensive knowledge of the life insurance industry and the underwriting process.
Retirement Income Certified Professional (RICP®) - As a retirement income planner, it’s Pat's responsibility to provide you with the guidance needed to make fruitful decisions to support you and your families in the long run.
Designation for Long Term Success (CLTC®) - A designation for professionals whose primary focus is long-term care, including care provided in nursing homes, adult day care services, homemaker agencies, personal caregiver agencies, home health agencies, community mental health centers, and hospitals.
Get to know our dedicated team
In today’s busy world of wealth and risk management, there are many things to think about. Considering all the things that are important to us, our families, and our businesses is at the crux of whether our plan is bulletproof or ends up being less than adequate when something unforeseen and unexpected occurs.
In specialized cases, to get it right, we are able to deploy a multi-advisor approach. Not only are six eyes better than four, but as they say, much care and time is required to make a truly comprehensive plan! The combining of advisor specialties with Northwestern Mutual’s best-of-class products creates a top-shelf synergy of confidence and a life-long distinctive service experience for our clients.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
