Northwestern Mutual - Smith Financial Group

Financial Services • Rochester, Minnesota, United States • 1-10 Employees

Company overview

Headquarters	3777 40th Ave. NW, Ste. 202, Rochester, MN 55901, US
Phone number	+14142711444
Website	nm.com
NAICS	52
Keywords	Investments, Disability Income, Business Succession Planning, Employee Benefits, Wealth Management, Retirement Planning, Life Insurance, Business Planning, Executive Benefits, Financial Planning, Alternative Investments, Estate Planning, Generational Planning, Long-Term Care, Charitable Giving, Qualified Planning, Special-Needs Planning
Founded	1991
Employees	1-10

Key Contact at Northwestern Mutual - Smith Financial Group

Matt Snyder

Director of Portfolio Research and Advisory

About Northwestern Mutual - Smith Financial Group

We help our clients: - Experience trust, while gaining peace of mind - Understand how to meet their comprehensive financial goals - Manage their financial portfolio more efficiently Grow and sustain their businesses - Enjoy lifetime financial security We serve our clients through: - Budget management and debt reduction solutions that provide confidence in financial decisions - Risk mitigation solutions that protect a financial plan from unforeseen events like death or disability - Investment analysis and management solutions that build wealth in a tax-efficient manner - Business planning and benefits solutions that assure continuity and help reward quality talent Financial plan optimization solutions that reduce expenses and improve efficiency In serving our clients, we are committed to: - The highest standards of ethical integrity and fiduciary responsibility - Proactively anticipating your holistic and evolving needs - Building an enjoyable and collaborative long-term partnership - Application of deep industry knowledge and evidence-based strategies - Using technology to complement a highly personalized experience

Northwestern Mutual - Smith Financial Group revenue & valuation

Annual revenue	$342,220
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,100,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Northwestern Mutual - Smith Financial Group has never raised funding before.

Frequently asked questions

Northwestern Mutual - Smith Financial Group is located in Rochester, Minnesota, US.

You can reach Northwestern Mutual - Smith Financial Group at +14142711444.

Northwestern Mutual - Smith Financial Group was founded in 1991, making it 35 years old. The company has established itself as a significant player in its industry over this time.

Northwestern Mutual - Smith Financial Group has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Northwestern Mutual - Smith Financial Group

Matt Snyder

Director of Portfolio Research and Advisory

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