Daniel J Gerstenhaber, MBA, CLU®, ChFC®, CFP®, AEP®

Wealth Management Advisor

 

Plan Now for Your Future

While technology, transportation, and the speed of business — indeed the speed of life — have accelerated, people continue to desire financial security for themselves and their loved ones.  Dan Gerstenhaber helps individuals, families, corporations, and trusts create financial security and freedom. He helps people understand their finances and makes suggestions based on what works best for a particular situation.

People succeed because they make the right decisions. Your future depends on the choices you make today. Turning your dreams into reality is possible when you have the right tools and the right people helping you. At Northwestern Mutual, we are ready to face challenges and embrace opportunities with you.

Dan’s focus is doing the right thing for you: building long-term relationships to meet your needs; building and preserving financial strength; and offering world-class products and expert guidance that address changing needs over a lifetime. Through a holistic planning approach, he can help you identify and address your financial security questions using a range of insurance and investment solutions.

As your Wealth Management Advisor, Dan will listen to your story, clarify and help you prioritize your goals and aspirations before developing a financial plan designed to help you achieve your vision for the future. Sign up for his e-mail newsletter to stay informed about your financial options. You’ll receive articles on topics like retirement solutions, education funding, investment services, and much more.

 

 

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

A Guide to Your Finances in Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how

 

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