Stephen F Dolan
Financial Representative|CLTC®
Personal
I enjoy the outdoors including skiing, tennis and competitive in and offshore sailing. My wife Amy and I have been married since 2000 and live in Riverside CT with our 3 children.
Professional
I started in the financial services business in 2003 after having spent nearly a decade in the Telecom industry with MCI and AT&T. Starting with the “basics”, I focused on helping individuals protect themselves and their families from the financial risks of becoming disabled or dying too soon. For the last decade, my practice has evolved into a full service financial planning and investment strategy platform.
Professional Memberships Include:
- National Association of Insurance and Financial Advisors (NAIFA)
- Insurance and Financial Advisors Political Action Committee (IFAPAC)
Designations
- CLTC
Years of Experience
Representing Northwestern Mutual since 2003.
Education
Colorado State University - Liberal Arts - Consumer Sciences (Bachelor of Science) Colorado State University - Psychology (Minor)
Awards and Recognition
- Million Dollar Round Table Qualifying Member 2009-2013
- MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
- National Quality Award 2008
- Award recognizing persistency and performance
Get to know my dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
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.
