Jonathan TevesFinancial Representative |
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Office: 401-331-8300 ext 2956 275 Promenade St Ste 300 Refer a FriendDo you know someone who might share your concerns about financial security? Account AccessCalculatorsClient CenterAdvanced Planning
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When people look back on their lives, they often find that they are more successful than they thought they'd be, and have saved less than they intended. They find themselves in financial situations that are more complex and less predictable than they anticipated. By listing your goals and objectives, identifying your assets and liabilities, and comparing what you have to what you want, I can provide you with risk protection and appropriate investments that can help make your goals a reality. I work primarily with business owners, young professionals, and married couples in educating them on which options make sense regarding their individual situation. I help them make sense of short-term goals, retirement savings, education funding, and insurance needs. I work hard for my clients. I do my work passionately, and I think they appreciate me for my dedication. "I represent people and their vision for financial security. By addressing and understanding your situation now, I can help to enhance your life in the future." My MissionAs a Northwestern Mutual Financial Network Representative, my mission is to help you achieve financial security for your family or business. I will work with you to help identify your financial goals, suggest a solution to help you reach those goals, and show you ways to implement them. |
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© 2012, The Northwestern Mutual Life Insurance Company/Northwestern Mutual, Milwaukee, WI. All rights reserved. 720 East Wisconsin Avenue, Milwaukee, Wisconsin 53202-4797 - (414) 271-1444. Northwestern Mutual is the fleet name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM), and its subsidiaries. Northwestern Mutual Financial Network is the marketing name for the sales and distribution arm of Northwestern Mutual. Jonathan David Teves is an Insurance Agent of NM (life insurance, annuities and disability income insurance) and Northwestern Long Term Care Insurance Company, Milwaukee, WI, a subsidiary of NM (long-term care insurance), and a Registered Representative of Northwestern Mutual Investment Services, LLC, 55 William St Ste 100, Wellesley, MA 02481-4003, 781-237-7070, a wholly-owned company of NM, broker-dealer and member FINRA (www.finra.org) and SIPC (www.sipc.org). NM and Northwestern Mutual - Southern New England are not broker-dealers. There may be instances when this agent represents insurance companies in addition to NM or its affiliates. The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Network Representatives. Network Representatives and their staff might not represent all entities shown or provide all the services discussed on this Web site. Not all products and services are available in all states. Jonathan David Teves is primarily licensed in Massachusetts and may be licensed in other states. |
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