In the News

Ruben was recently featured in Hispanic Executive Magazine. Read more.

Ruben Levisman is featured in the Northwestern Mutual 2014 Annual Report: Strong planning and guidance help a young family balance short- and long-term goals.

Our Mission

"Our mission is to help you gain clarity over your most amazing financial future.

We will become an advocate for your vision, helping to organize your financial life and identify the necessary actions that will make your vision a reality.

As your financial partner, we will walk down your path together taking on both the challenges and the opportunities that are inevitable in this changing world".

–RL

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The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aa1, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

Investments: invest in your best life.

With more ways to invest than ever before, it can be hard to make sure your money is working its hardest for you. We focus on long-term investment strategies to give you more confidence and help make sure that the growth potential and management of your money isn't left to chance.

Estate planning

We can help you coordinate with your other advisors like attorneys, accountants, and tax professionals to do things like set up trusts, minimize taxes, and administrative costs that can protect the legacy you leave behind.

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Long-term care: have more choice and control.

Have more freedom and control to choose where you could get care should a chronic illness or disabling injury prevents you from living on your own, no matter how old you are.

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