Nicholas Stamboulis

Financial Advisor

Vision, Values and Beliefs

We refer to it as 'above the horizon' planning.  After building a trusting relationship, I hope to suggest real-life strategies for how to align your financial planning with your own values.  It is a unique approach and it is customized to you; where you are today and where you're headed in the future. 

My Mission

In my own words; the foundation of my business is based on integrity, trust, and superior service.  It is my objective to build a lasting relationship with my clients.  I educate individual investors, business owners, and organizations on the fundamentals of successful wealth accumulation in order to provide them with a knowledge base to form realistic expectations.  I provide solutions to major financial liefstyle issues including: education, retirement and estate planning.  My success is measured by my ability to help my clients achieve their financial goals. 

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

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