James M. Siegel, CFP®, CLTC

Wealth Management Advisor

Houston Support

 

Northwestern Mutual extends our care and concern for people impacted by the recent disaster. Our home office is partnering with our financial representatives to ensure our clients have the support they need. If you have questions or concerns about your business with us, or you are not able to reach your financial representative, please contact us at the home office.

Insurance and Annuities: For service regarding your insurance policies and annuities please call (800) 388-8123.

Accounts: If you need information about your investment account, execution of trades and access to funds or securities, please contact us at (866) 950-4644.

 

 

Educate. Execute. Enjoy.

On our team, we seek to first be relational with our clients. Our goal is to meet you in whatever life stage you're in and to be thoroughly aware of your hopes and dreams.  We then consider a financial plan uniquely designed to help take you from where you are now, to where you want to go.  Lastly, we will help you remain accountable to the actions required in executing on your plan.

At its core, our mission is to help our clients achieve their most true desires.

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