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.

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

A Guide to Your Finances in Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how

 

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