Nicholas Stamboulis

Financial Advisor

Your vision, values, beliefs ...

Is where the conversation begins. Let's talk about what it means to be financially secure. We can help you create a personalized financial plan with a firm foundation in your beliefs.

Achieving financial security takes more than creating a comprehensive plan - you also have to take action and be willing to evaluate and adjust the plan as needed. Together, we’ll create a timeline to help protect you and your family now, and execute the steps necessary to respond to whatever life brings. 

Well diversified investment portfolios will provide similar returns over time. Investment advisory fees are generally quite comparable. Where is the differentiation?  The answer is in the service you are receiving along with your written plan. 

Let's start the conversation today.

 

 

 

 

 

 

Our Better Money Habits From COVID Are Slipping: Here’s What to Do About It

We help clients with these topics every day. Read more here.

How to Teach Children to Build Healthy Money and Credit Habits

Starting these types of money lessons early can help them establish a solid financial foundation. Read more here.

What Do Mortgage Lenders Look for in a Borrower?

If buying a home is on your list of goals, it helps to know what makes you attractive to a lender. Here are a few key factors.

 

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

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.