Testimonials

We’ve been with Jay for about seven years.  In that time he’s taken our retirement plan from a few investments and two 401k’s to a solid plan for our future.  He’s come up with some brilliant plans to invest while avoiding tax implications.  We’ve been very happy with our returns, Jay strategically places us in a good position to take advantage of market fluctuations.  And he does all of this while communicating regularly and in a way that makes really complex things easy to understand. 

Jay is always on top of the latest tools in investing and really thinks outside the box to find the best strategies for our financial plan.  He has ensured that we will have plenty of money once we retire and all gaps are covered.  And most importantly, he’s made sure our two sons, both of whom have special needs, will have a secure financial future even after we’re gone.

-Robin and Dan Malone

 

Financial Representatives do not give legal or tax advice. Taxpayers should seek advice based on their particular circumstances from an independent tax advisor. 

 

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.

Jason M D'Entremont, CLU®, ChFC®, CFP®

Wealth Management Advisor

 

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