Having the right financial expert in your corner gives you the confidence to live the life you've always wanted while being ready for whatever comes your way.
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
Want to feel financially confident? An advisor can help.
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 ask deeper questions, and listen closely, to better understand your goals and priorities—big and small. Their expertise will help uncover your blind spots and opportunities that might otherwise get overlooked. Want to get a better idea of what an advisor can do for you? Read our article.
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. Want to know more about how advisors make their money? This article lays everything out.
Yes. An advisor can give you personalized advice, help diversify your portfolio, and assist with complex strategies, making them valuable for those unfamiliar with investing or with substantial assets. A Northwestern Mutual financial advisor goes even further. They ask deeper questions to better understand your goals and priorities, and how you think about money. And their expertise will help uncover your blind spots and opportunities that others often overlook. Want to know more about the advantages of working with an advisor? Find out here.
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.
Yup. A financial advisor can help you evaluate your financial situation, identify your goals, and develop a comprehensive plan tailored to your needs. They can advise on various aspects such as wills, trusts, power of attorney, and healthcare directives. Additionally, they work alongside other professionals like attorneys and tax advisors to coordinate and implement your plan effectively. By leveraging their expertise, a financial advisor ensures that your estate plan is robust, up-to-date with current laws, and aligned with your long-term financial objectives and wishes. Want to know more about estate planning? Get more details here.
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.
Find out what makes a financial advisor great.
Watch the video
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 clients stay with us year over year
The percentage of our policyowners who stay with us year over year.1
168+ 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, Aa1, and AA+—we've earned the highest available financial strength ratings awarded to any U.S. life insurer from all four major rating agencies.3
