Jeffrey P. Peterson, CLU®, ChFC®

Wealth Management Advisor

Financial security is a core objective in everyone's life. You do your best to look after those you care about, yet the wrong financial decision can undermine the best of intentions. Whether you are concerned for your own financial needs, those of your family or your business, I can help you assess those needs and provide suitable and exemplary solutions.

My Mission

My mission as a Northwestern Mutual Financial Representative is to help you discern your current financial position and your future financial goals. Along with a Network of Specialists, I provide innovative solutions using world-class insurance services and internationally recognized investment products. I work hard to develop enduring relationships with my clients.

Northwestern Mutual

The Network provides you with access to a nationwide network of representatives, advisors and specialists—people who have invested the time to build on their talents and become experts in their field. They have amassed the knowledge that comes only from experience.

A flexible approach with complementary solutions is paramount. We call on the full capabilities of the Northwestern Mutual to provide our clients with financial services that allow them to rest assured, with the confidence that their intentions have been understood and their needs are being addressed

How a Bigger Home Affects Your Budget

Upsizing your home means you’ll have more room to entertain, store your stuff and grow your family — but you’ll also have higher expenses. Read More

Questions to Ask a Wealth Manager

If you’re in the market for wealth management services, here are five tips to help you prepare so you can find the right fit. Read more here.

What Is the Difference Between Budgeting and Financial Planning?

Understanding the key differences between the two can give you a clearer picture of how to reach your goals. Read more here.

 

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