We benefit from the scale of Northwestern Mutual paired with the customization provided by the River Tree Wealth team; they are responsive and provide a personal touch. It's comforting to know that our plan's set up for the short term and the long term.
I really appreciate how the River Tree Wealth team have been trailblazers both locally at Northwestern Mutual and industry-wide in the entire country. What a great honor it is for them to be part of our organization helping to lead the way.
My financial advisor is forthright and practical, and I can rely on her to keep me on track and help me navigate products to secure my goals. She constantly works to keep her expertise up-to-date, and I appreciate her knowledge of my profession.