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A Message from Jeff Carlson"Together, we will clarify your unique financial goals and identify the concrete action steps necessary to help protect you and your family for whatever life brings. I will also help you implement your strategy for achieving a financially secure future for you and your family."
Expert Guidance and Innovative SolutionsAs a member of the Northwestern Mutual Financial Network, Jeff Carlson has access to some of the most specialized financial expertise in the country. He is able to provide you with high quality risk management and investment solutions from a wide variety of organizations.
Helping his clients to achieve financial security with an appropriate mix of expert guidance and innovative product solutions is a very personal matter. Jeff's commitment to you is to call on the full capabilities of the network, drawing upon his own skills and the expertise of qualified specialists to help you meet your personal financial and business goals.
Along the way, Jeff hopes to establish a trusting relationship, one that will endure and grow as your life changes and your financial needs evolve.
Northwestern Mutual receives "best possible ratings"The four major ratings agencies, Standard & Poor’s, A.M. Best, Moody’s, and Fitch, have each confirmed the company’s insurance financial strength ratings. We take great pride, especially in these economic times, in providing our clients the consistent financial strength that has been our signature for over 150 years. Northwestern Mutual Announces Financial ResultsThe company maintains a high dividend payout and financial strength despite market turmoil. Click here to read the article. For additional information visit our article library. Managing Your Money In A DownturnNorthwestern Mutual was recently featured in The New York Times Wealth Matters column, "Never Mind Your 401(k). How’s Your Insurance?" about the importance of managing risk in the current economic environment, and strategies that the wealthy use to manage not only their money but their overall well-being. Northwestern Mutual Executive Vice President Greg Oberland comments about how people should be rethinking and managing their insurance needs in a downturn. Read the article (PDF). |
My MissionTo establish relationships of trust with quality individuals, families, and businesses. To work in partnership with my clients; they are all unique success stories. It is my job to complement their strengths, and to help them prepare for whatever tomorrow brings. Learn More About Jeff CarlsonJeff Carlson receives Top Honor for 2008-2009
Jeff and his wife Anne Brady Jim Worrell of the Worrell Financial Group of Northwestern Mutual recently recognized Jeff Carlson as the leading Financial Representative for production year 2008-2009 in the Charlotte, NC Network Office. Community InvolvementJeff Carlson is a member of the Myers Park Presbyterian Church. Jeff and Anne Brady are affiliated with the Boys and Girls Club of York County in South Carolina and also the Center for Colon Cancer Research at the University of South Carolina . Recommended Articles and LinksThese are articles and links that Jeff Carlson feels are helpful and informative to his clients.
Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from Jeffrey P. Carlson, CLU, ChFC |
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© 2010, The Northwestern Mutual Life Insurance Company/Northwestern Mutual, Milwaukee, WI. All rights reserved. 720 East Wisconsin Avenue, Milwaukee, Wisconsin 53202-4797 - (414) 271-1444. Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from your Financial Advisor. Northwestern Mutual Financial Network is the marketing name for the sales and distribution arm of The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM), and its subsidiaries and affiliates. Jeffrey Peter Carlson is an Insurance Agent of NM (life insurance, annuities and disability income insurance) and Northwestern Long Term Care Insurance Company, Milwaukee, WI, a subsidiary of NM (long-term care insurance), and a Registered Representative and Investment Adviser Representative of Northwestern Mutual Investment Services, LLC, 6235 Morrison Blvd, Charlotte, NC 28211-3508, 704-365-2014, a wholly-owned company of NM, broker-dealer, registered investment adviser and member FINRA (www.finra.org) and SIPC (www.sipc.org). NM and the Northwestern Mutual Financial Network - Charlotte are not broker-dealers or registered investment advisers. There may be instances when this agent represents insurance companies in addition to NM or its affiliates. The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Network Representatives. Network Representatives and their staff might not represent all entities shown or provide all the services discussed on this Web site. Not all products and services are available in all states. Jeffrey Peter Carlson is primarily licensed in North Carolina and may be licensed in other states. CA License: #0F44452 AR License: #367416 |
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