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)

 

"Mike took the time to understand me and my priorities. His advice was very personalized and the follow through of his team is great. I feel we have made wise choices together and this gives me peace of mind."

Carole Inman, Vice President of Sales & Marketing, Specialty Food Ingredients
 

"Mike understands our objectives and he checks in with us to see how we are doing. He explores ideas that I would not have thought of on my own. I appreciate the trust and integrity of Mike and his team. They have helped us put together a complete plan and given us the confidence and understanding to achieve our goals. In short, I just know that I can count on him."

Houston Klassen, Sales and Marketing Executive, Fargo, ND
 

"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


"My wife and I have worked with Michael and his team in planning our financial future strategies and goals in both pre- and post-retirement since 2002. We have the highest regard for Michael's faith life, integrity, knowledge, skills and abilities. Our experience with Michael is that he walks the talk. Michael has given us a sense of security knowing that as a result of prudent planning, our financial future is secure. We both retired about four years ago and are debt free. This has set us free to live out our retirement goals. We highly recommend Michael to anyone who is serious about financial planning for the long-term."

Bryan Hagen, Northwestern Mutual client

 

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.

 

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