Northwestern Mutual Toledo

Northwestern Mutual Toledo For years, we've helped families and businesses across Toledo reach their financial goals.

For the most part, getting married is beneficial when it comes to Uncle Sam. I can help work through the details as you ...
05/28/2025

For the most part, getting married is beneficial when it comes to Uncle Sam. I can help work through the details as you and your partner build your life together and plan for the future.

Marriage includes some nice perks, especially at tax time.

Having a baby is typically when most people realize the importance of getting life insurance. But as your life evolves, ...
05/21/2025

Having a baby is typically when most people realize the importance of getting life insurance. But as your life evolves, your coverage needs will change. Let’s sit down to make sure your plans match where you’re at in your life.

Like many parts of your financial life, life insurance isn’t something you should set and forget.

I can guide you through major milestones like sending the kids off to college.
05/14/2025

I can guide you through major milestones like sending the kids off to college.

Learn how student loans work and the ins and outs of paying them back. That way, your student can manage the debt effectively.

Planning for the money you’ll need in retirement isn’t just for the older generations. I can help you plan for this and ...
05/07/2025

Planning for the money you’ll need in retirement isn’t just for the older generations. I can help you plan for this and other long-term goals.

If you’re a member of Gen Z, these simple steps can get you on the path to a strong retirement.

Americans dream of retiring comfortably with $1.26 million, but many aren’t saving enough. Together, let’s look for oppo...
04/23/2025

Americans dream of retiring comfortably with $1.26 million, but many aren’t saving enough. Together, let’s look for opportunities to save and be ready for retirement when it comes.

See how your goal for retirement savings stacks up—and what you can do to maximize your savings.

These moments can help your kids build a solid foundation around money.
04/09/2025

These moments can help your kids build a solid foundation around money.

Learning the ins and outs of money is part of growing up. Here are a few childhood milestones you can use to teach your kids core financial literacy skills.

With the right strategy, you’ll be able to enjoy your money and not have to worry. I can help with that.
04/03/2025

With the right strategy, you’ll be able to enjoy your money and not have to worry. I can help with that.

Navigating your retirement can be tricky. Having a strategy in place can help you avoid falling for some common pitfalls.

Millions of Americans are about to receive bigger Social Security checks—and you may have to take action to get it.
03/26/2025

Millions of Americans are about to receive bigger Social Security checks—and you may have to take action to get it.

Certain government workers and others who have had benefits reduced will have more money coming their way.

If inflation concerns are weighing on you, taking control of your finances could help you feel more confident. Here are ...
03/19/2025

If inflation concerns are weighing on you, taking control of your finances could help you feel more confident. Here are some steps you can take.

One of the best ways to feel better about your money is to create a personalized financial plan. These steps can help you get started.

If you’re unsure whether you’ve done enough to prepare for retirement, let’s talk through your blind spots and opportuni...
03/12/2025

If you’re unsure whether you’ve done enough to prepare for retirement, let’s talk through your blind spots and opportunities together.

Retirement planning looks different for women than it does for men because of specific risks. Here are 6 challenges specific to women and retirement.

This checklist can help you get ready financially so you can focus on baby smiles.
03/05/2025

This checklist can help you get ready financially so you can focus on baby smiles.

You’ll need to get your finances in order by the time your little bundle of joy arrives. This checklist can help.

Address

148 N Summit Street
Toledo, OH
43604

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+14194732270

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