Northwestern Mutual | Standard Wealth Management - Ithaca (NY)

Susan Fitzgerald I was introduced to Ken and his company when he came to speak at our school district regarding the 403b “scam” that many teachers are faced with. I then met with him personally to learn more about the 403b options that are available to me. He was patient and extremely passionate and informative regarding the topic. He went out of his way to compare my current plan with the other plans available to me. There was absolutely no pressure to use his services. He genuinely wanted to inform teachers about this issue and was willing to spend the time necessary to educate me. I have continued to work with Ken over the past 2 years, setting up plans that are appropriate for me and my financial situation. He has continued to be accessible, helpful and responsive no matter what the issue is. I have recommended his services to my coworkers and will continue to do so. I am grateful to have found someone so knowledgeable, friendly and convenient.

Dan Adams Weve been with Paul for several years. Hes always been responsive and clear. Our investments are tracking according to plan. So we couldnt be happier.

Devin Miller Aaron met with me so I could discuss my annuity fund and answer questions about the market. He gave me real examples of investments as well as stayed on the phone with me as I called my union to find out more.

Amanda Beasley I received a letter in the mail from them with my street address and a random city, state and zip code which I did not live in. Their letter claimed that I had a violation with the City of West Palm Beach on 9/24/21. I was never in West Palm Beach that day and I have proof. I called and spoke to numerous customer services representatives and provided them with the reference code listed on the letter, but they could not find the account in their system and asked me to call them back "in a week or so" when the glitch was out of their system. I called the City of West Palm Beach myself and they could not locate any citation under my name or on that specific date. They explained that this is not the first time they have heard of this happening. Do not send these people money!

Jon Nellson Beware this is a scam. Do not offer any information. They file fraudulent debt claims.

XI-_AKUMA BASE_-IX App doesnt work. The website keeps telling me to login in after logging in over and over. The customer service doesnt work and nobody answers the phone. Poor communication with emails also.

Nancy Kloska Always helpful, responsive and kind! Thanks for the excellent service!