Northwestern Mutual
cleveland
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Showing 16 advisor(s) and rep(s)
CFP®, CLU®, ChFC®, CASL®, RICP®
Visit my websiteExpertise: Retirement Income Planning, Disability Income Planning, Education Funding, Investment Strategies, Life Insurance Planning, Long Term Care Planning
Languages: English
Location: Beachwood OH, 44122
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RICP®
Visit my websiteExpertise: Financial Planning, Retirement Planning
Languages: English
Location: Beachwood OH, 44122
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MBA
My approach to financial service is rooted in empathy, education, and ethical strategies. I believe financial well-being should be accessible to everyone, I'm dedicated to offering personalized services that align with your values and goals. I aim to empower my clients by helping them understand their financial options and make informed decisions that benefit their lives and the larger community.Visit my websiteExpertise: Life Insurance Planning, Disability Income Planning, Long Term Care Planning, Retirement Planning, Financial Planning, Business Risk Management, Education Funding, Investment Strategies, Employee and Executive Benefits Planning
Languages: English
Location: Beachwood OH, 44122
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CFP®, ChFC®, CLU®, CLTC®
Back in her hometown of Cleveland OH, Jamie Houston lived in Las Vegas from 2005 through 2020, and launched her business with NM there in early 2013. A graduate of Cornell University, Jamie specializes in working with female attorneys, executives, and business owners, and young families, and people entering and living in retirement. She inspires financial confidence through meaningful planning.Visit my websiteExpertise: Financial Planning, Retirement Planning, Life Insurance Planning, Investment Strategies, Disability Income Planning, Education Funding, Long Term Care Planning
Languages: English, Spanish
Location: Beachwood OH, 44122
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ChFC®, RICP®
“Financial Planning” is a term that gets thrown around a lot with interpretations ranging from budgeting to wealth management. I define it as a dynamic process involving truly getting to know what financial security means to you, developing a plan to help you experience that security, implementing the solutions and then reviewing your situation with you every year.Visit my websiteExpertise: Financial Planning, Disability Income Planning, Life Insurance Planning, Long Term Care Planning, Retirement Income Planning
Languages: English
Location: Beachwood OH, 44122
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Expertise: Financial Planning, Retirement Planning, Wealth Management, Life Insurance Planning, Investment Strategies
Languages: English
Location: Cleveland OH, 44113
FINRA BrokerCheck