Nicholas Stamboulis

Financial Advisor

My Perspective

Let's Set Expectations

You, your family and your business can rely upon us. If we decide to work together, it will be because we will develop a relationship based on shared values and trust.

We will use your current financial documents, estate documents including wills and trusts, to prepare a plan with actionable recommendations and the appropriate timeline for you to take action.

As a college graduate in 1985, I chose to make my career with Northwestern Mutual. For over 35 years, I have worked to earn a reputation for providing skilled and practical guidance on issues of both risk and investment management. Clients ranging from corporate executives and professionals to owners of closely-held businesses, all require expert assistance. I add depth to your team of trusted advisors on matters such as:

  • Business and Estate Needs Analysis
  • Retirement Solutions
  • Wealth Management
  • 401(k) Simple Plans - IRAs
  • Long Term Care Solutions
  • Disability Income
  • Guartanteed Income Streams
  • Creating Comprehensive Financial Plans.

My longevity with Northwestern Mutual is attributable to my passion and entrepreneurial spirit. Northwestern Mutual's financial strength ratings are the highest in the industry and its solutions are exclusive to their team of professionals. I pride myself on developing long lasting relationships, many of which began over thirty years ago. Simply put, this track record reflects my values of honesty and integrity. We put clients' best interests first and always have.

1The independent rating services regularly examine our company, and give us their ratings, based on our financial strength, overall operation and claims-paying ability. Click here for our latest financial strength ratings.

Years of Experience

Representing Northwestern Mutual since 1985.

Education

Degree Major Institution
Bachelor of Arts Liberal Education American International College

Awards and Recognition

 

Million Dollar Round Table Provisional Member 1987

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

Million Dollar Round Table Qualifying Member 1988-1989, 2006, 2008-2010

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

National Association of Insurance and Financial Advisors Quality Award 2012, 2014-2015

Award recognizing commitment to excellence in service to clients and industry

 

National Quality Award 1992-1996, 2000-2002, 2006-2010

Award recognizing persistency and performance

 

National Sales Achievement Award 1987-1992, 1994, 1996-1997

Award recognizing performance

 

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