Northwestern Mutual
Insurance Agency
Why pick this one
Northwestern Mutual combines financial planning, life and disability insurance, long-term care planning, and investment services through matched financial advisors.
Best for
- People seeking a comprehensive plan combining investments and insurance
- Clients needing life, disability, or long-term care planning
- People seeking ongoing investment advice with quarterly asset-based fees
- Individuals seeking private wealth management for substantial assets
- Clients who value a mutual-company structure and policyowner dividends
Specialties
- comprehensive financial planning
- life insurance
- disability insurance
- long-term care planning
- investment advisory services
- brokerage accounts and services
- private wealth management
Certifications
- Securities Investor Protection Corporation (SIPC) member
What makes them different
- Mutual company without shareholders, with profits paid to policyowners through dividends
- Dividends paid every year since 1872
- Highest available financial strength ratings from four major U.S. life-insurance rating agencies
- Advisor matching considers customer goals, expertise needs, experience with similar clients, and location
- 5.1 million-plus clients and more than 8,000 financial advisors and professionals
Distilled from this business's own website.
Contact & Location
- Address
- 290 Charlois Blvd, Winston-Salem, NC 27103-1535
- Phone
- +13367250159
- Website
- https://www.northwesternmutual.com
Services
- financial planning
- insurance
- investments
- financial advisor matching