Mission Statement

Our mission is bold, yet quite simple. It positively impacts our clients, advisors, team members, and strategic relationships every single day.

We aim to be consistently recognized as the premier financial planning firm in the Boston area.

This mission drives us, shapes our culture, helps attract the best talent, and most importantly, ensures that our highest priority will always be to help our clients achieve lifelong financial security.

We achieve this mission by upholding the core beliefs of our firm:

Doing what’s right - Above all, we believe in doing what’s right for our clients. With every important decision, we ask ourselves this poignant question: “Is this in the best long-term interest of our clients?” It’s the primary reason we created a distinctive planning process and evolved from a life insurance company to a financial security company in recent decades.

Putting people first - In a nutshell, our business is about helping people succeed, and that starts with putting people first – our clients, employees and financial advisors. We’re passionate about helping people build brighter futures and believe the best way to do that is by building strong, long-term relationships.

Providing financial strength - We’re known for our financial strength and have the highest financial strength ratings awarded to any life insurer by all four of the major rating agencies. More than just bragging rights, it means that we’ll be here for the more than 4.2 million clients who are counting on us to help them build a secure future.

Taking a long-term view - Providing the best long-term value for our clients is something else we value. We don’t believe in chasing fads or taking undue risk for short-term gains, so we make every decision with an eye toward the future.

Career Changers

Changing careers doesn't have to be daunting. Coming from many different backgrounds and occupations, our financial representatives go on to develop successful business practices. With support from a quality organization, it can be an easy transition.

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Looking for a career that allows flexibility and exceptional income potential? Do you want top-notch training, mentorship and resources? Have you been searching for a company that demonstrates a commitment to diversity and giving back to the community?

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