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SFG Wealth Management - Northwestern Mutual

SFG Wealth Management - Northwestern Mutual Email Formats

Financial ServicesFlag of USPittsford, New York, United States1-10 Employees

Key Contacts at SFG Wealth Management - Northwestern Mutual

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Russ Schwartzbeck Clu®

Founder And Ceo

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Jennifer Yeh

Director Of Marketing And Client Experience

Company overview

Headquarters1162 Pittsford Victor Rd, Suite 200, Pittsford, NY 14534, US
Phone number+14142711444
Websites
NAICS52
Keywords
Wealth Management, Retirement Planning, Business Planning, Financial Planning, Estate Planning, Risk Management Solutions, Fee-Based Planning
Founded1996
Employees1-10

About SFG Wealth Management - Northwestern Mutual

SFG Wealth Management is a comprehensive financial planning firm based in Rochester, NY. Through our exceptional level of client service, we work with emerging and established affluent families, individuals, and business owners to understand their goals, provide professional perspective, and implement personalized financial plans. We strive to inspire people to live the life they want to live. We are a part of Northwestern Mutual’s Private Client Group, a specialized group of expert advisory teams who provide an elevated private wealth management experience for their clients.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry
C-Suite
Director

Employees by Department

SFG Wealth Management - Northwestern Mutual has 4 employees across 2 departments.

Departments

Number of employees

Funding Data

SFG Wealth Management - Northwestern Mutual has never raised funding before.

Frequently asked questions

SFG Wealth Management - Northwestern Mutual is located in Pittsford, New York, US.
You can reach SFG Wealth Management - Northwestern Mutual at +14142711444.
SFG Wealth Management - Northwestern Mutual was founded in 1996, making it 30 years old. The company has established itself as a significant player in its industry over this time.
SFG Wealth Management - Northwestern Mutual has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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