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 2020, we expect the largest dividend payout to policyowners in company history. Read more.

The Fed Lowers Interest Rates Again

Here’s our take on the Fed’s decision to lower its key interest rate by a quarter point. 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