Northwestern Mutual - Financial Advisor: Jack Trevor, CFP ChFC CLU

$$$ • Financial Planners

275 Promenade St #300, Providence, RI 02908

Reviews for Northwestern Mutual - Financial Advisor: Jack Trevor, CFP ChFC CLU

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  • Aug 2024

    Northwestern Mutual - Financial Advisor: Jack Trevor, CFP ChFC CLU In the face of the unprecedented challenges of 2020, many professionals and business owners have felt uncertainty, pressure, anxiety, and stress both at home and at work. Planning for future retirement has become a top priority, yet balancing present financial risks, debt, and taxes while saving for a comfortable retirement can be a daunting task. Jack Trevor, a financial advisor at Northwestern Mutual, has been praised for his exceptional service and expertise in guiding clients through this complex landscape. Clients have described him as incredibly knowledgeable, great at explaining every step of the process, and always readily available to answer questions and complete paperwork. One client who worked with Jack to obtain life insurance for their family noted that he made the experience "easygoing and stress-free." Another client highlighted Jack's industry knowledge, intelligence, emotional intelligence, and ability to forge long-lasting relationships built on trust. They described him as someone of the "highest kind, quality, or order, surpassing all else, or others," who ensures that his clients are always taken care of, regardless of the ups and downs. The client strongly recommends that anyone on the fence about working with a financial advisor should take the time to speak with Jack and see why his clients hold him in such high regard. Overall, Northwestern Mutual's financial advisor, Jack Trevor, has consistently demonstrated a commitment to providing exceptional service and guidance to his clients, particularly during these challenging times.

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From Northwestern Mutual - Financial Advisor: Jack Trevor, CFP ChFC CLU

2020 was a year of unimaginable change... From the way we had to change our work day.. our interaction with family & friends.. and how we educated our children.. It’s been a lot to handle! And today, many medical professionals and business owners like you are feeling uncertainty, pressure, anxiety and stress both at home and at work. Planning for future retirement is a top priority for most Professionals and Business Owners. However, it is hard to plan ahead when there are plenty of other financial concerns and distractions. A key challenge many Professionals and Business Owners deal with is in finding the right balance between managing their present financial risks, debt and taxes while saving towards a comfortable retirement.

Hours

Monday: 8AM - 6PM
Tuesday: 8AM - 6PM
Wednesday: 8AM - 6PM
Thursday: 8AM - 6PM
Friday: 8AM - 6PM
Saturday: ClosedSunday: Closed

Ratings

Google Google: 5/5

Northwestern Mutual - Financial Advisor: Jack Trevor, CFP ChFC CLU

275 Promenade St #300, Providence

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