Chief Investment Officer Brent Schutte discusses the risks and potential for unexpected opportunities in a rapidly changing global economy. https://spr.ly/604201WmA
关于我们
We are focused on helping our clients arrive well-positioned for the big moments in life and whatever comes their way. For us, that requires analysis, planning, and using Northwestern Mutual's world-class insurance services and internationally recognized investment products. Offense matters. Defense matters. The big picture matters, and so does every little detail. We are in the business of staying current, planning in advance for major goals, and stress testing the financial planning that we do. Our services are tailored to affluent individuals and families both locally and nationwide. We genuinely value the tremendous trust that our clients put in us every day by choosing to have our team in their corner. Finally, those of us at Nelliam Financial Group believe Northwestern Mutual Wealth Management Company affords our clients something unique: access to the resources of one of the leading financial institutions in the country, coupled with all the advantages that can only be provided by a unique approach that is tailored to each individual and their family.
- 网站
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https://nelliamfinancialgroup.nm.com/
Nelliam Financial Group的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Albany，New York
- 类型
- 合营企业
- 创立
- 2024
- 领域
- Financial Planning、Retirement Planning、Wealth Management、Business Planning、Estate Planning、Long-Term Planning、Charitable Giving和Fee-Based Financial Planning
地点
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主要
获取路线
1 Northwestern Blvd
US，New York，Albany，12211
Nelliam Financial Group员工
动态
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Tax time is approaching! ?? At Nelliam Financial Group, we're committed to helping our clients win the tax game through strategic planning. We believe in reducing taxes today while also looking well ahead into the future to ensure long-term success. By fostering strong relationships with our clients and their accountants, we create comprehensive tax strategies that save you money now and secure your financial future. Let's work together to win the tax game both today and tomorrow! #TaxPlanning #LongTermSuccess #FinancialStrategy #TaxSeason #FutureFocused
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Nelliam Financial Group is a boutique wealth management and financial planning firm based in Albany, NY, serving clients from coast to coast. Our mission is to provide clients with clarity on their path to financial independence. We empower clients with confidence in how they spend their time and money through personalized planning and expert advice. Our experienced team delivers tailored solutions to simplify the financial landscape, while valuing lasting relationships built on honesty and integrity. ?? Check out this new video to learn more about our team!
Nelliam Financial Group
https://www.youtube.com/