Today and every day, we celebrate the incredible women at our firm. Thank you for all that you do, Ana Shaud! 🌟 #WomenInBusiness
Tri-Harbor Financial Group
Financial Services
New York, New York, NY 1,363 followers
Serving NYC Midtown, Greater Boston, and Providence RI.
About us
In 2023, four successful Northwestern Mutual district offices in Braintree, MA; Wellesley, MA; Providence, RI; and Midtown NYC merged to create what is now the largest Northwestern Mutual office in the country: the Tri-Harbor Financial Group. We are committed to helping families and businesses across the northeastern seaboard reach and secure their financial goals. Our version of financial planning means pairing the right insurance with sound investment strategies, so our clients can do the things that matter most, with the ones who matter most.
- Website
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https://www.northwesternmutual.com/office/ny/new-york/20692021/
External link for Tri-Harbor Financial Group
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- New York, New York, NY
- Type
- Public Company
Locations
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Primary
875 3rd Ave
Fl 23
New York, New York, NY 10022, US
Employees at Tri-Harbor Financial Group
Updates
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Forbes and SHOOK Research has ranked the Top Financial Security Professionals, and we are excited to announce that nineteen of our wealth management advisors at Northwestern Mutual - Midtown, NYC | Wellesley, MA | Braintree, MA have been acknowledged! Our advisors not only excel in the finance industry but also within our firm, where they serve as leaders and mentors to their colleagues. What truly sets them apart is their unwavering commitment to their clients. They understand that wealth management involves more than just financial planning; it entails building lasting relationships, understanding individual goals and needs, and guiding clients through an often complex process. Congratulations once again, Alan B., Alexander Bierce, J.D., CFP®, AEP®, Spencer A. Cohen, CFP®, Scott DeSantis, Adam Gilson, JD, Connor Hall, Randy Hall, CFP®, CLU®, ChFC®, CASL®, RICP®, WMCP®, AEP®, Andrew W. Kerr, Pete Liao, CFP ®, Chris Marshall, Grant Parisi, CFA, Gabrielle Siegel (Toro), Adam Riegel, Mike Ryan, Kanan Sachdeva MBA, CFP®, ChFC®, Matthew Cutter CLU®, ChFC®, WMCP®, CFP®, Rogel Spencer, CFP®, RICP®, ChFC®, CLU®, CASL®, Kevin Stein CLU®, ChFC®, CFP®, and Raul Tavdy.
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We are thrilled to congratulate our remarkable Trailblazer Academy qualifiers! These individuals have met the criteria for Northwestern Mutual's Trailblazer Academy, which acknowledges financial representatives who have successfully engaged with a minimum of 15 new clients within their initial 6 months of the profession. We look forward to seeing what's in store for their futures at our firm! Matt Russo, CLU®, Francis "Skip" Dunphy, Jerry Abramson, Jason Keyte, Michael Spilotras, Andrew Feigenbaum, Lucas Alcaraz, Jackson Brewster Gray, Charles Takatch, Usman Malik, Nereida Rodriguez, Jacob Worrell, & Nicolas Labiento.
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Tri-Harbor Financial Group reposted this
Welcome to the team Zachary Nicius! Jonathan E. Romero, Jr., CLU®, ChFC®, RICP®, CLTC® and I look forward to seeing all you accomplish here at Tri-Harbor Financial Group!
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What’s your go-to summer drink? Ours is freshly squeezed lemonade! 🍋 Alex's Lemonade Stand Foundation holds a special place at our firm. We are committed to giving all children the chance to live life to the fullest by accelerating the search for a cure. We are thankful to those who stand by us, supporting and donating to Alex’s Lemonade Stand. If you would like to make a donation, visit: https://lnkd.in/eHTQu_Vz.
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We were delighted to welcome high school students from Publicolor for a financial literacy workshop last week. Publicolor, an inventive educational youth development organization, supports students in overcoming significant life obstacles for academic and career achievements through a series of programs. During the workshop, we focused on the Five Key Actions for establishing Financial Security and engaged in a group conversation about linking behaviors to goals. We appreciate everyone who joined us in making this event successful, and we look forward to our next chance to connect with our friends from Publicolor!
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Tri-Harbor Financial Group reposted this
At the Tri-Harbor Financial Group of Northwestern Mutual we are committed to giving all kids the chance to live life to the fullest by accelerating the search for a cure. This year, we're hosting a HOODIE TAKEOVER!! Purchase your adult or child size hoodies, and 100% of proceeds go to Alex's Lemonade Stand. $100 = 1 adult hoodie (yellow or white) $50 = 1 child hoodie (navy) All donations are welcome. Only donations $50+ qualify for a hoodie. Click the yellow "DONATE" button. After you list your donation amount and your name, please note in the DONATION NOTE section, how many hoodies you'd like, with color choice and sizes, and our team will get them to you. (*Color and size preferences while supplies last*). Thank you for your support!