Northwestern Mutual Financial - Lakeland (FL)

dorothy stark Mark is the best financial person we ever had always there to help come over as soon as we call and good investments

Eddie Francis The financial advice and strategy that we received from Lisa Chacon over the last seven years has been outstanding! We followed her advice seven years ago and now that we are near retirement, our financial outlook is better than ever. We would not be where we are today without her advice and guidance. Her advice has truly been invaluable. We highly recommend her to anyone looking for a Certified Financial Planner. Lisa is knowledgeable, personable, and a woman of integrity. We can’t thank her enough!

Shaun Tarzy Amazing People

Francisco Beltran Working with them was very simple, and they were transparent with all parts of the project. The best part is that despite several setbacks, they were still able to deliver an amazing 50% ROI! I am looking forward to working with Arvin and KGB Realty Investments in the future.

Michael White Mackenzie Fluharty, Financial Advisor, really takes her time to understand your needs and planning for the future. Mackenzie has helped my wife and I put together a plan that will lower our student loan burden. I would highly recommended Naples Wealth Planning to achieve your goals.

nancy n Jacob is a stellar human, whom I trust more than any financial advisor I have ever worked with! He was a brilliant analyst even in high school, with such a strong vision of sharing success with others. I never met such a bright young man with such a solid and strong character! Now that I work with him, I’ll never look back at all the disappointing experiences I had with the big institutional advisors. I’m never worried about what the market is doing, because Jacob performs so well throughout; he truly understands my risk tolerance and income needs. He has my holdings well diversified, with limited downside risk, and with guaranteed income for retirement. He spends as much time as needed, to make sure I understand everything and make informed strategic decisions, all stress-free. The people that find Jacob will have a trusted advisor for life, and for the next generation, too! 10*++!!

James Qualls Ryan Eichler and his team are amazing! I looked into different options for life insurance for me and my family. When I sat down with Ryan, he was able to communicate and articulate different options with a lot of patience and guidance. I’m young and not as knowledgeable in this area and I have learned a lot by going through Northwestern. I feel more secure for my loved ones and for my future.

Mark Clayman We are long time clients of Osgood & Associates (15+ years) and we would highly recommend them as financial advisors. We have received excellent financial recommendations for our portfolio based on our risk tolerance, personal goals & retirement goals. In addition, their entire team provides great client service and follow-up to our requests.