Jordan M Montgomery

Financial Representative

When planning for your financial future, realizing a need to take greater control of your financial life is the first step. Choosing someone who has the ability and resources to best address your specific needs is the next. 

Because each family or individual is unique, our team takes time to identify and prioritize your specific financial goals.  Once goals are clearly communicated, our team can then lay out a financial blueprint you need to do today to achieve your goals tomorrow. 

 

The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

4 Essential Lifestyle Factors That Can Help You Prepare for Retirement

To enjoy a full, healthy retirement, consider these four essential lifestyle factors and how you'll plan for them. Read more.

How One Couple Built Their Dream Backyard

One couple saw a property flaw as the chance to create the backyard of their dreams. Read more.

Is Grad School Worth It? Questions to Ask Yourself Before Applying

The decision is as much a financial as an educational one. Read more.

 

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