Felix Tuccillo III - Northwestern Mutual

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Felix Tuccillo III - Northwestern Mutual As a Northwestern Mutual Financial Advisor, I look first to understand your vision for the future because it says a lot about you.

Felix Tuccillo III, CFP®, CLU®, ChFC®, CASL®, RICP® is a Northwestern Mutual Wealth Management Advisor who helps individuals build a sound financial plan using a unique approach. And like you, your vision is unique. So is my approach to helping you shape it and attain it. Simply put, my mission is to help you secure your family's or business's future and protect what's important to you. My areas of expertise range from basic financial planning to comprehensive estate planning. Whether you are just started a new career or looking forward to the "Golden Years," a conversation with me cannot hurt. After all, second options are non-life threatening and non-fattening! In my 6.5 years in the industry, I have acquired the Series, 6, 7, 63, and 65. I have also attained the following designations:

CLU- Chartered Life Underwriter
ChFC- Chartered Financial Consultant
CLTC- Certified Long-Term Care

It would be my pleasure to work by your side and help you and your family fulfill your dreams and aspirations.

10/15/2026

Want to find the right game plan for your finances (and still keep your nose)? I can help you build stability for your future and let go of what's not working. If that sounds nice, let’s chat.

Markets have continued to climb, but leadership has become more concentrated as investors weigh persistent inflation, hi...
10/15/2026

Markets have continued to climb, but leadership has become more concentrated as investors weigh persistent inflation, higher rates, and rising uncertainty. See Northwestern Mutual Wealth Management Chief Investment Officer Brent Schutte’s take on what the shift from broad growth to narrower market leadership could mean for investors. http://spr.ly/6183BH84eJ

Recent market moves showed how quickly sentiment around artificial intelligence can affect broader indexes. This week’s ...
10/13/2026

Recent market moves showed how quickly sentiment around artificial intelligence can affect broader indexes. This week’s market commentary explains why diversification remains important, even as AI continues to shape market leadership. http://spr.ly/6185BH8cMh

Here’s everything you need to know about your first appointment with me. It’s straightforward, simple, and easy. Let’s g...
10/07/2026

Here’s everything you need to know about your first appointment with me. It’s straightforward, simple, and easy. Let’s get started.

Inflation remains sticky and consumers continue to spend. Here’s what the latest data may mean for investors and why a d...
10/06/2026

Inflation remains sticky and consumers continue to spend. Here’s what the latest data may mean for investors and why a diversified plan can help navigate uncertainty. http://spr.ly/6187BGLQwc

10/02/2026

When you’re feeling like life is a little off-balance, remember—you can’t control everything, but you can control your financial plan. Let’s get started on yours today.

Economic growth remains strong, but rising interest rates and inflation pressures are creating new risks for investors. ...
09/29/2026

Economic growth remains strong, but rising interest rates and inflation pressures are creating new risks for investors. See the latest market commentary from Northwestern Mutual Wealth Management CIO Brent Schutte. http://spr.ly/6186BGUNzm

No one can predict exactly what retirement will look like. That’s why having a plan that can adapt matters. Let’s talk a...
09/28/2026

No one can predict exactly what retirement will look like. That’s why having a plan that can adapt matters. Let’s talk about ways to create flexibility and confidence for whatever retirement brings. http://spr.ly/6189BGdlez

09/28/2026

Financial spirals were so last year. I’m ready to meet you where you are, ask better questions and uncover more opportunities to help you flourish.

Address

2500 York Road, Ste 200
Jamison, PA
18929

Opening Hours

Monday 8am - 7pm
Tuesday 8am - 7pm
Wednesday 8am - 7pm
Thursday 8am - 6pm
Friday 8am - 6pm

Telephone

+12159687211

Website

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