Testimonials

I am proud to add value as a trusted advisor for many clients.  Thank you for the opportunity! 

"I have been doing business with Nick Stamboulis for almost 15 years.  Nick has helped me and my family plan for the worst case scenarios, but has made this process easy and unemotional.  Nick has also helped me with my companies' needs to ensure that we have a plan in place to both cover our key people with insurance and provide retention options.  He has come up with creative ways to help ensure key people have retention plans in place to ensure that the team stays as long as possible with payment options/bonuses.  Keeping key people in place until retirement and perhaps beyond is required to help maintain the companies' integrity into the future.  Providing me with these options has helped reduce some uncertainty in both my personal and professional life.  I would highly recommend that people talk to Nick to help them with their needs." - Craig W. Bond, President - Abbott Ball Company, a Northwestern Mutual Customer - 2/13/2019

 

"My name is David Archilla and I am the President of Becon, Inc. and I am also the Chairman of the Board of Lea's Foundation for Leukemia Research, Inc.  I met Nick during our charity work as he is also a founding board member.  I learned about his character while we were working shoulder to shoulder raising funds to find a cure for Leukemia.

Professionally, Nick Stamboulis works for NMW and is the agent of record for Becon's 401k program.  Nick has performed very diligently and is always on top of market trends.  Nick meets with us on a quarterly basis to review our plan or sooner based on market conditions that may be of concern to our employees.  Nick communicates very well with our 70 employees and has developed one on one relationships with all that need his assistance.  He helps us to negotiate the best rates with the best 401k providers in that sector.

I recommend Nick to any business requiring 1st class service from an agent..." - David Archilla, President, Becon, Inc - 1/30/2019

 

"Our firm was initially referred to Nick by our accounting firm.  We couldn't have been happier with the end (and on-going) results of the work that Nick and his staff have done for us.  Professional, creative, experienced, knowledgable and hard working are a few of the words we would use to describe Nick's capabilities in the areas of estate and business succession planning.

We have and will continue to recommend Nick's servies to any organization needing a true professional in the above areas." - Farmington Company, 1/8/2019

 

"Nick Stamboulis is a true professional that has always had our best interests in mind...client 27 years" - Frank Roberts, President, Longview RV - 12/6/2018

 

The testimonials presented may not be representative of the experience of other clients and are not a guarantee of future performance or success. The testimonials presented do not relate to any investment advisory programs or services that are provided by Northwestern Mutual Investment Services, LLC (NMIS) or a financial advisor of NMIS. The advisor is not a financial advisor of NMIS.

Nicholas Stamboulis

Financial Advisor

 

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