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. 

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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Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

Northwestern Mutual’s Awards & Accolades

We win a lot of awards. Some things you’d expect. Others might surprise you. Take a look.

 

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