Our Mission

Filled with the belief that comprehensive planning is the bridge between goals and their achievement, we work alongside you and your family to connect your dreams with the actions needed to accomplish them.

Our purpose is to help our very busy and successful clients do the financial planning they know they need and want to do, but because of family, work and other obligations, it doesn't get done. Our executive clients have reached or will reach the pinnacle of their professions by focusing on their career, often at the expense of their own financial planning needs. Our role is to be their personal CFO.


Location

2515 South Road, Suite 201

Poughkeepsie, NY 12601

Phone Number: 845-224-0002

 


 

Paul A Phelps, MSFS, CLU®, ChFC®, CASL®, RICP®

Managing Director

Webcast Available Now: Strength, Stability, and Financial Security in Volatile Times

Watch the client webcast to hear Northwestern Mutual leaders share their long-term view on the coronavirus impact and answer common questions from clients. Watch Now

How We Stress-Test Northwestern Mutual

Learn more about how our focus on financial strength has helped us make good on our financial promise throughout our 160-plus-year history.

4 Spending Traps to Avoid While Social Distancing

While you might feel like you’re saving money while staying home, you may find hidden fees that add up. Read more.

 

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