David Andrew Gerace, CLTC®, CLU®, ChFC®, CASL®, RICP®

Financial Representative

 

 

INTEGRITY - HARD WORK - FAMILY

 

Integrity, Hard Work, and Family are the three pillars of my business. Together my team and I will help you identify your personal, professional, and financial goals to design a financial plan for you and your FAMILY. We pride ourselves on delivering your financial plan through HARD WORK and with INTEGRITY to help you achieve your financial success.

 

Our Mission

We empower and motivate our clients to be purposeful and live their financial lives by “design” rather by “default.” We are successful at helping our clients through lifetime relationships that are established on trust, integrity, and professional excellence. This begins with a holistic and intimate discovery process, followed by implementing solutions using world-class insurance services and internationally recognized investment products, and is monitored with careful attention to detail and continued advice, all backed by Northwestern Mutual. 

 

 

 

 

Planning for Financial Security with Northwestern Mutual

 

Watch this short video to learn how Northwestern Mutual's comprehensive approach to personalized financial planning can help you achieve the future you envision.

 

 

Social Security Simplified                       Retirement and Taxes                            Student Loan Debt   

 

The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

Largest Dividend Payout In Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history. Read more.

Retirement And Taxes: How To Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more.

How To Take Control Of Your Student Debt

You have plenty of repayment options available, but how do you know which one is right for you? Download Your Guide.

 

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