Raelene Jo Jeffery, CFP®, CLU®

Wealth Management Advisor

Integrity. Value. Strength.

Financial security does not happen by chance.  It happens by being intentional and taking action so your financial future unfolds by design rather than by chance.  Taking action today, to gain the confidence you will realize your goals, your dreams of tomorrow. 

We help clients plan and take the action necessary to secure their financial future. Our process examines both risk protection and weath accumulation.

The Power of Partnership

We are catalysts. Inspiring our communities to become more financially secure - one person, one family, one business at a time.  Every life matters.

The complexity of the financial landscape can make it difficult to identify and develop solutions that are in keeping with financial goals.  Northwestern Mutual brings strength and solutions - a powerful partner committed to helping you build a solid financial future.

Our Strength is Your Strength

For more than 160 years, we’ve been there for people when they need us most, through all economic conditions. We’re pleased to announce that 2017 was another strong year. Read more.

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

Learn More

Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

 

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