Our Culture of Caring, Passion and Expertise

Ensures an Exceptional Client Experience

 


We put the same thought and care behind each client's experience that

we would provide to our own families.  Our team is dedicated

to providing exceptional wealth management services by

forming partnerships built on trust, understanding and thoughtful advice.

 

Our main priority is to understand our client's situation and to help

them choose the best plan that fits their personal or business needs. 

We see a client's plan as a start to an on-going relationship.  

When circumstances change so will your plan; we are here for the long-run in

your life marathon and will walk you through the entire process

 to help you reach your goals, no matter what happens along the way.  

We are committed to a relationship built on trust and integrity,

striving to provide each client with the highest quality and personal

care for the best client experience.

 

Our commitment is to our clients.

Jennifer B. Torrey, CFP®, CLU®, RICP®

Wealth Management Advisor

Largest Dividend Payout In Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history. Read more.

Retirement And Taxes: How To Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more.

Financial Planning with Northwestern Mutual

Learn about our personalized financial planning process and what you can expect from me when we work together.

Read more in this ebrochure.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck