.. Testimonials : Michael A Mathias : Northwestern Mutual Wealth Management Company

Michael A Mathias, CFP®, AEP®, CLU®, ChFC®

Wealth Management Advisor

Testimonials

"My wife and I have trusted Mike Mathias and Northwestern Mutual with our retirement funds and planning for almost 30 years. I've been impressed with his high standard of performance, moral character, and his competent and thoughtful financial recommendations. I have been particularly struck by the personal interest he has demonstrated in getting to know my family's needs as we've moved through important phases of our financial lives over the past three decades, from early investment and insurance needs, to more current work related to traditional IRA, Roth IRA and various retirement strategies. I am impressed with the customer-focused team of experts he works with within his office. Above all, I have appreciated his demonstrated personal integrity. A number of years ago, several advisors were recommending I alter my course related to a unique long term care policy my wife and I were able to leverage. Unlike others, Mike personally researched the unique opportunity I was offered, presented to us the advantages and disadvantages of the program, and recommended a course of action that optimized our planning, contrary to what every other planner suggested. Clearly, he placed our family's needs above his own. This thoughtful act of integrity, smarts and competency cemented my trust in his advice and service. My wife and I are delighted with his work and our longstanding relationship."

Michael K Powers, Hospital CEO & University Chancellor (Retired)

 

"The summer of 2015 I began thinking about retirement. Due to unsatisfactory support by our existing financial advisor, we found Northwestern Mutual through a friend. Mike Mathias and his staff conducted a thorough review of our current financial documents and plans for the future. During our first consultative meeting we gained significant information and insights to plan for my retirement and beyond. Mike explained complex data and made it easy to understand. We were stunned at the level of expertise and attention to detail provided by Mike. As a sales person working with pharmacy owners for 34 years, I had particular expectations; Mike and his team met or exceeded them. We are very pleased with Northwestern Mutual and highly recommend Mike Mathias for your financial needs."

Lynn Swedberg, Retail Sales Manager; McKesson Pharmaceutical Corporation (Retired)

 

"I value the relationship I have with Mike and I trust his advice. He provides a comprehensive financial plan that keeps me disciplined and on track to meet my personal goals."

Paul Wilson, Northwestern Mutual client

 

"For nearly three decades, Mike and the Northwestern Mutual team have walked me through new jobs, a move to another state, and lots of life shifts. I'm appreciative of how proactive Mike has been - helping me keep my financial planning aligned with my life's priorities. All these years later, what a gift to feel the freedom to keep being true to my goals and passions, without having to stress about if I can support them!"

Carole Inman, VP Sales & Marketing; ADM-Specialty Food Ingredients

 

The testimonials presented may not be representative of the experience of other clients and are not a guarantee of future performance or success. The testimonials presented do not relate to any investment advisory programs or services that are provided by Northwestern Mutual Investment Services, LLC (NMIS) or a financial advisor of NMIS. The advisor is not a financial advisor of NMIS.

 

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