Take Action with Confidence

Our nationwide practice delivers comprehensive, tax-efficient, financial solutions tailored to our clients’ unique goals. We partner with families and individuals, empowering our clients to have conviction in their plans, allowing them to take action with confidence.

We listen, then offer unique approaches to complex situations using research-based, analytical plans. Using the combined knowledge of our team and our holistic philosophy, we save our clients time and uncover efficiencies to grow assets and protect against risks.

We prioritize building relationships and quickly adapting to an everchanging landscape. Our clients describe us as personable, welcoming and trustworthy.  

 

Market and Economic Commentary

Access a timely summary of market happenings and economic indicators, plus get a glimpse of what's to come in our  Weekly Market Commentary. Find a timely summary and insightful commentary on economic and financial market trends in our Quarterly Market Commentary. Topics include:

  • Stock market performance
  • Developments in Washington
  • News from abroad
  • Employment
  • Gross domestic product
  • Consumer spending

 

MEET OUR TEAM

 

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

Todd Marschall, CFP®

Wealth Management Advisor

420 Lexington Avenue
Suite 2840
New York, NY 10170-2812
  • Office 203-653-2110

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Advanced Planning
Library

The economic recovery and what it means for you. Hear the insights from our leadership.

Watch the video.The leaders of Northwestern Mutual share their insights on the economy, monetary policy, the markets, managing financial risks, and what it all means for your finances. 

How to Manage Debt If You Lost Income During COVID-19

Use these strategies to help keep yourself in the best financial position possible during this unsettled time. Read more.

The Conversations Couples Should Have Before Retirement

Here are some questions about what you’re expecting for your golden years to review with your partner to make sure you’re on the same page. Read more.

 

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