WITH CLARITY AND CONFIDENCE
Welcome to Symphony Financial
We help people live their best lives with clarity and confidence by navigating complex financial issues and opportunities with comprehensive planning and wealth management.
What to Expect
- BETTER QUESTIONS to focus on the issues that matter to you.
- BETTER ANSWERS from our experts combined with the resources of Northwestern Mutual.
- BETTER LIFE from clarity and confidence around your financial future.
We meet clients where they are
We serve clients nationwide from our offices in Skokie, Illinois, Naples, Florida, and McHenry, Illinois. We meet our clients where they are with virtual and in-person meetings and technology-enabled communications for an elevated and collaborative wealth management experience.
Forbes Recognition for National Leadership
We are proud to be recognized as a leading national team thanks to our valued clients, our colleagues, and our partnership with Northwestern Mutual and the Private Client Group.
2023 & 2022 Forbes Top Financial Security Professionals
2023 & 2022 Forbes Financial Security Professionals Best-In-State
Forbes Best-In-State Wealth Management Teams (January 2024), Research & ranking provided by SHOOK ® Research, LLC – Data as of 3/31/2023. Forbes Top Financial Security Professionals list (July 2022,2023). Research and ranking provided by SHOOK Research. Based upon data as of December 31st of the preceding year. Forbes Best-in-State Financial Security Professionals list (July 2022,2023). Research and ranking provided by SHOOK Research. Based upon data as of December 31st of the preceding year. Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success.
The Northwestern Mutual Difference
A++
AAA, Aaa, and AA+—we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.3
Top 5
We're one of the top U.S. Independent Investment Broker-Dealers.1
$7.3B
in dividends expected to be paid in 2024.4
No. 1
Best Life Insurance Company, 2023.2
1 Ranking for Northwestern Mutual Investment Services, LLC. Measured by 2022 Revenue. Source: InvestmentNews, May 2023.
2 Ranking for 2022. ©2017-2024 and TM, NerdWallet, Inc. All Rights Reserved.
3 Northwestern 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), 8/23; Fitch Ratings, AAA (highest), 8/23; Moody's Investors Service, Aaa (highest), 11/23; S&P Global Ratings, AA+ (second highest), 5/23. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.
4 Dividends are reviewed annually and are not guaranteed.
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