Brian G Petrando, CLU®

Financial Representative

Personal

 

To whom it may concern:

Hello, and welcome to my website. I have chosen to take this opportunity to better explain my philosophy when working with clients, something that I believe is key to facilitating a long-lasting relationship. In my 30 years of experience at Northwestern Mutual, I have developed a unique technique and perspective when it comes to building and preparing for tomorrow.

Preparation is like an architectural feat; it must exist and grow in stable and intentionally planned stages, all the way from a foundation to the nuanced details of a designer. A foundation is put in place to protect what you can lease afford to lose, your income & your life. Without a prepared foundation, an individual cannot move forward with their feature endeavors and goals. It is my job to ensure that you feel secure in your holdings and that when you are ready to take the next steps forward, we do so with the utmost efficiency and care until we reach the next steps.

Eventually, you will move forward, have the luxury to choose your furnishings—the luxury of the investments, planning for a college education, retirement funds, or personalized charitable interests. All the while, my hope is to continue building with you until you have made it to the top: your roof, your legacy. You have planned to be able to create a legacy that will last beyond your years, to be there for your loved ones and family member. As an advisor, I will be there throughout the “construction”  of your life goals and provide the same guidance I myself would follow—that is my promise to you.

 

All the best,

 Brian G. Petrando

 

 

 

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