Richard Anderson, CFP®, CLU®, ChFC®, CASL®, AEP®
Wealth Management Advisor


Anderson & Associates Wealth Management

Network of Specialists

Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.

 
Keith B Elliott, CFP<sup>®</sup>, CLU<sup>®</sup>, ChFC<sup>®</sup>, CASL<sup>®</sup>, RICP<sup>®</sup>

Keith B Elliott, CFP®, CLU®, ChFC®, CASL®, RICP®

Wealth Management Advisor

Keith and I joined our practices in 2015 and work together to elevate the level of services and resources we can offer to clients, his mission is to help you align your current financial picture with your future financial goals by performing a comprehensive financial analysis. Keith will help you understand the complexity of issues faced by successful individuals like you and the importance of having a sound financial plan in place.

By taking a comprehensive assessment of your current situation, helping you prioritize your goals, and developing a workable strategy with clear action steps and timetables, Keith will do his best to help you protect and provide for those people you care about most. Keith will work hard to build a relationship with you based on trust and integrity, always striving to provide you with a high level of ethical service.

Before you agree to receive financial planning services, please see complete information and disclosures in the NMWMC Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMWMC Planning Engagement Agreement. These may be obtained from Keith.

My Career...

After obtaining a Bachelor of Science in Psychology through the State U of N.Y. (Brockport) and a career in the counseling field, I joined the Northwestern Mutual Financial Network, where I have continued to apply my counseling skills. This, in combination with the knowledge and experience I have gained over the last 30 years with the Network, has allowed me to create expert financial plans for my clients helping them acheive financial security.

Associations and Memberships...

Society of Financial Service Professionals, Rochester Chapter

Estate Planning Council of Rochester

 

Professional Designations...

Chartered Life Underwriter

Chartered Financial Consultant

Chartered Advisor in Senior Living

Retirement Income Certified Professional

The Chartered Advisor for Senior Living (CASL®) , Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®) designations are conferred by The American College of Financial Services.

 

CERTIFIED FINANCIAL PLANNER™ (CFP®)

designation is conferred by Certified Financial Planner Board of Standards Inc.

 
 

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