Most people have insurance. Most people have investments. Most people have goals for themselves and their family. Few people have a plan to coordinate all 3.

We believe:

  • The objective of planning is identifying and achieving goals, not chasing better returns
  • Clients are best served by a relationship where the advisor acts solely in the client’s best interest
  • Financial plans work best when insurance and  investments are coordinated together

We have a niche expertise serving:

  • mid-career professionals & business owners ready to ‘dump out the box’ and put together a comprehensive financial plan
  • late-career individuals preparing to transition retirement assets into retirement income

 

Brendan G Meyer, CFP®

Wealth Management Advisor

50 Main St Ste 1520
White Plains, NY 10606-1966
  • Office 914-367-0925

Contact Me

The economic recovery and what it means for you. Hear the insights from our leadership.

Watch the video.The leaders of Northwestern Mutual share their insights on the economy, monetary policy, the markets, managing financial risks, and what it all means for your finances. 

How to Manage Debt If You Lost Income During COVID-19

Use these strategies to help keep yourself in the best financial position possible during this unsettled time. Read more.

The Conversations Couples Should Have Before Retirement

Here are some questions about what you’re expecting for your golden years to review with your partner to make sure you’re on the same page. Read more.

 

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